Files
accounted/app/(dashboard)/import/page.tsx
T
MattssonandClaude Opus 4.7 5725c25bf1 Logs/improved logging (#398)
* feat(mcp): add create_transactions tool with /pending approval gate

New MCP tool gnubok_create_transactions stages 1–10 transactions per call
as pending_operations of type create_transaction (risk: medium). Each item
becomes its own card on /pending; on confirm, the executor inserts the row
into transactions with import_source='mcp' so MCP-staged ingestion is
distinguishable from PSD2 sync. Designed for skill workflows that pull
external data (e.g., Airtable) and want the user to gate the writes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* fix(bas): strip concatenated group headers from corrupted account names

A chart-data import bug had glued the next group's header onto the last
account in each preceding group across all eight bas-data class files
(e.g. account 2670 read "Utgående moms på försäljning inom EU, OSS 27
PERSONALENS SKATTER, AVGIFTER OCH LÖNEAVDRAG"). The corrupted names
surface in transaction dropdowns, ledgers, SIE exports and årsredovisning,
and risk VAT miscategorization on the OSS (2670) and blandad-verksamhet
(6999) accounts specifically.

- Cleans 69 account_name and 64 description fields across class-1..8 files
- Adds a regression test asserting no name contains a concatenated header
- Ships an idempotent safety-net migration that updates already-seeded
  chart_of_accounts rows, gated on the corrupted string so user
  customizations are preserved

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* feat(errors): add structured error codes and handling for various operations

- Introduced a new structured error registry in `structured-errors.ts` to standardize error handling across the application.
- Added Swedish and English messages for various error scenarios, including validation, authorization, and bookkeeping errors.
- Implemented a client-side error toast in `use-error-toast.ts` to display user-friendly error messages with remediation hints.
- Created a wrapper for recording operation outcomes in `record-operation.ts`, enhancing audit capabilities for operations.
- Developed a provider call wrapper in `with-provider-call.ts` to handle external HTTP calls with structured logging and error mapping.
- Added a new SQL migration to extend the processing history with new event types and aggregate types for better operational telemetry.

* Refactor supplier API routes to use context-based logging and error handling

- Replaced direct Supabase client usage in GET and POST routes with context-based approach using `withRouteContext`.
- Enhanced error handling to provide structured error responses for supplier creation and listing.
- Updated logging to include request IDs for better traceability.
- Introduced new error codes for supplier-related operations.
- Refactored tax deadlines cron job to utilize context and improved error handling.
- Updated ESLint configuration to enforce logging practices across API and lib directories.
- Enhanced arcim migration extension with structured error handling and logging.
- Added classification for provider errors to improve user-facing error messages.
- Introduced request ID in extension context for better log correlation.

* fix(route-context): update DynamicParams type for improved type safety in route handlers

* feat(transactions): add 'create_transaction' operation to PendingOperationType

* fix(route): ensure companyId is non-nullable in loadAndDeriveAbsence function

* fix(route-context): ensure companyId is always non-null by short-circuiting with COMPANY_CONTEXT_MISSING

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 11:12:02 +02:00

1374 lines
50 KiB
TypeScript

'use client'
import { useState, useCallback, useEffect } from 'react'
import { useSearchParams } from 'next/navigation'
import { Card, CardContent, CardHeader, CardTitle, CardDescription } from '@/components/ui/card'
import { Progress } from '@/components/ui/progress'
import { Button } from '@/components/ui/button'
import { useToast } from '@/components/ui/use-toast'
import { getErrorMessage } from '@/lib/errors/get-error-message'
import { ArrowLeftRight, ArrowRightLeft, FileText, ArrowLeft, Landmark, Loader2, Info, ChevronRight, Scale } from 'lucide-react'
import { cn } from '@/lib/utils'
import { createClient } from '@/lib/supabase/client'
import { useCompany } from '@/contexts/CompanyContext'
import { BankSelector, type Bank } from '@/extensions/general/enable-banking/components/BankSelector'
import { BankConnectionStatus } from '@/extensions/general/enable-banking/components/BankConnectionStatus'
import { DestructiveConfirmDialog, useDestructiveConfirm } from '@/components/ui/destructive-confirm-dialog'
import type { BankConnection } from '@/types'
// Bank file import components
import BankFileUploadStep from '@/components/import/BankFileUploadStep'
import BankFilePreviewStep from '@/components/import/BankFilePreviewStep'
import BankFileColumnMappingStep from '@/components/import/BankFileColumnMappingStep'
import BankFileConfirmStep from '@/components/import/BankFileConfirmStep'
import BankFileResultStep from '@/components/import/BankFileResultStep'
// Opening balance import components
import OpeningBalanceUploadStep from '@/components/import/OpeningBalanceUploadStep'
import OpeningBalanceColumnMappingStep from '@/components/import/OpeningBalanceColumnMappingStep'
import OpeningBalanceEditStep from '@/components/import/OpeningBalanceEditStep'
import OpeningBalancePeriodStep from '@/components/import/OpeningBalancePeriodStep'
import OpeningBalanceResultStep from '@/components/import/OpeningBalanceResultStep'
import type { OpeningBalanceParseResult, OpeningBalanceExecuteResult, DetectedColumns } from '@/lib/import/opening-balance/types'
// SIE import components
import SIEUploadStep from '@/components/import/SIEUploadStep'
import SIEPreviewStep from '@/components/import/SIEPreviewStep'
import AccountMappingStep from '@/components/import/AccountMappingStep'
import ImportReviewStep, { type ImportExecuteOptions } from '@/components/import/ImportReviewStep'
import ImportResultStep from '@/components/import/ImportResultStep'
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'
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> }
)
// ============================================================
// 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 [bankStep, setBankStep] = useState<BankFileStep>('upload')
const [bankIsLoading, setBankIsLoading] = useState(false)
const [bankError, setBankError] = 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)
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)
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) {
if (data.error === 'duplicate') {
setBankError(data.message)
} else {
setBankError(data.error || '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: `${txCount} transaktioner hittades`,
})
} else {
// Format detected but no transactions parsed — parser couldn't extract rows
setBankError('Filen kunde läsas men inga transaktioner hittades. Kontrollera att filen innehåller transaktionsdata och inte bara rubriker.')
}
} catch (err) {
setBankError(err instanceof Error ? err.message : 'Kunde inte läsa filen')
} finally {
setBankIsLoading(false)
}
}, [toast])
const handleColumnMappingConfirm = useCallback(async (mapping: GenericCSVColumnMapping) => {
// Re-parse with mapping via the generic CSV parser
const { parseGenericCSV } = await import('@/lib/import/bank-file/formats/generic-csv')
const result = parseGenericCSV(rawFileContent, mapping)
setParseResult(result)
setBankStep('confirm')
}, [rawFileContent])
const handleExecuteImport = useCallback(async (options: { skip_duplicates: boolean; auto_categorize: boolean; settlement_account?: string }) => {
if (!parseResult) return
setBankIsLoading(true)
setBankError(null)
try {
const res = await fetch('/api/import/bank-file/execute', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
transactions: parseResult.transactions,
format: parseResult.format,
filename,
file_hash: fileHash,
...options,
}),
})
const data = await res.json()
if (!res.ok) {
setBankError(data.error || 'Importen misslyckades')
return
}
setIngestResult(data.data)
setBankStep('result')
toast({
title: 'Import genomförd',
description: `${data.data.imported} transaktioner importerades`,
})
} catch (err) {
setBankError(err instanceof Error ? err.message : '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)
setRawFileContent('')
}
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}: {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}
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' | 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: `${(details.errors || []).length} fel hittades som måste åtgärdas.`,
variant: 'destructive',
})
} else {
setErrorType('parse')
setError(message)
toast({ title: 'Kunde inte läsa filen', description: message, variant: 'destructive' })
}
return
}
setParsed({
header: data.parsed.header,
accounts: data.parsed.accounts,
openingBalances: [],
closingBalances: [],
resultBalances: [],
vouchers: [],
issues: data.parsed.issues,
stats: data.parsed.stats,
})
setMappings(data.mappings)
setPreview(data.preview)
setIssues(data.parsed.issues)
setSieAccounts(data.parsed.accounts)
const accountsRes = await fetch('/api/bookkeeping/accounts')
if (accountsRes.ok) {
const accountsData = await accountsRes.json()
setBasAccounts(accountsData.data || [])
}
setStep('preview')
toast({
title: 'Fil analyserad',
description: `${data.parsed.stats.totalAccounts} konton och ${data.parsed.stats.totalVouchers} verifikationer hittades`,
})
} catch (err) {
const isNetworkError = err instanceof TypeError && (err.message === 'Failed to fetch' || err.message.includes('NetworkError'))
const message = isNetworkError
? 'Kunde inte nå servern. Kontrollera din internetanslutning och försök igen.'
: err instanceof Error ? err.message : 'Ett oväntat fel uppstod.'
setErrorType('parse')
setError(message)
toast({ title: 'Anslutningsfel', description: message, variant: 'destructive' })
} finally {
setIsLoading(false)
}
}, [toast])
const handleReplace = useCallback(async (importId: string) => {
if (!file) return
setIsReplacing(true)
try {
const res = await fetch(`/api/import/sie/${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: `${data.cancelledEntries} verifikation${data.cancelledEntries === 1 ? '' : 'er'} makulerades. 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 ? err.message : '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) {
if (data.error === 'duplicate') {
setError(data.message || 'Denna fil har redan importerats')
toast({ title: 'Filen har redan importerats', description: data.message, variant: 'destructive' })
return
}
if (data.result) {
setImportResult(data.result)
} else {
const msg = data.message || data.error || 'Importen misslyckades.'
setError(msg)
toast({ title: 'Import misslyckades', description: msg, 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.'
: err instanceof Error ? err.message : 'Ett oväntat fel uppstod.'
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} />}
</div>
)
}
// ============================================================
// Opening Balance Import Wizard
// ============================================================
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 OpeningBalanceImportWizard() {
const { toast } = useToast()
const [obStep, setObStep] = useState<OpeningBalanceStep>('upload')
const [obIsLoading, setObIsLoading] = useState(false)
const [obError, setObError] = 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)
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) {
setObError(data.error || 'Kunde inte läsa filen')
return
}
const result: OpeningBalanceParseResult = data.data
setParseResult(result)
if (result.rows.length === 0) {
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 ? err.message : '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(data.error || 'Kunde inte läsa filen med de valda kolumnerna')
return
}
setParseResult(data.data)
setObStep('edit')
} catch (err) {
setObError(err instanceof Error ? err.message : 'Kunde inte läsa filen')
} finally {
setObIsLoading(false)
}
}, [obFile])
const handleEditContinue = useCallback((rows: typeof editedRows) => {
setEditedRows(rows)
setObStep('period')
}, [])
const handleExecute = useCallback(async (fiscalPeriodId: string) => {
setObIsLoading(true)
setObError(null)
try {
const res = await fetch('/api/import/opening-balance/execute', {
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) {
if (res.status === 409) {
setObError(data.error || 'Perioden har redan ingående balanser')
} else {
setObError(data.error || 'Importen misslyckades')
}
return
}
setExecuteResult(data.data)
setObStep('result')
if (data.data.success) {
toast({
title: 'Ingående balanser bokförda',
description: `${data.data.lines_created} kontorader skapades`,
})
}
} catch (err) {
setObError(err instanceof Error ? err.message : 'Importen misslyckades')
} finally {
setObIsLoading(false)
}
}, [editedRows, toast])
const handleNewImport = () => {
setObStep('upload')
setObFile(null)
setParseResult(null)
setEditedRows([])
setExecuteResult(null)
setObError(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}
/>
)}
{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}
/>
)}
</div>
)
}
// ============================================================
// PSD2 Bank Connection (inline, from Enable Banking extension)
// ============================================================
function PSD2ConnectWizard() {
const { toast } = useToast()
const supabase = createClient()
const { dialogProps, confirm } = useDestructiveConfirm()
const { company } = useCompany()
const [bankConnections, setBankConnections] = useState<BankConnection[]>([])
const [syncingConnectionId, setSyncingConnectionId] = useState<string | null>(null)
const [isConnecting, setIsConnecting] = useState(false)
const [connectingBankName, setConnectingBankName] = useState<string | null>(null)
const [isLoading, setIsLoading] = useState(true)
useEffect(() => {
fetchConnections()
}, [])
async function fetchConnections() {
setIsLoading(true)
const { data: { user } } = await supabase.auth.getUser()
if (!user) return
if (!company) return
const { data: connections } = await supabase
.from('bank_connections')
.select('*')
.eq('company_id', company.id)
.order('created_at', { ascending: false })
setBankConnections(connections || [])
setIsLoading(false)
}
async function handleConnectBank(bank: Bank) {
setIsConnecting(true)
setConnectingBankName(bank.name)
try {
const response = await fetch('/api/extensions/ext/enable-banking/connect', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ aspsp_name: bank.name, aspsp_country: bank.country }),
})
const data = await response.json()
if (!response.ok) {
throw new Error(data.error)
}
window.location.href = data.authorization_url
} catch (error) {
toast({
title: 'Kunde inte ansluta bank',
description: error instanceof Error ? error.message : 'Försök igen.',
variant: 'destructive',
})
setIsConnecting(false)
setConnectingBankName(null)
}
}
async function handleSyncTransactions(connectionId: string) {
setSyncingConnectionId(connectionId)
try {
const response = await fetch('/api/extensions/ext/enable-banking/sync', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ connection_id: connectionId }),
})
const data = await response.json()
if (!response.ok) {
throw new Error(data.error)
}
toast({
title: 'Synkronisering klar',
description: `${data.imported} nya transaktioner importerade`,
})
fetchConnections()
} catch (error) {
toast({
title: 'Synkronisering misslyckades',
description: error instanceof Error ? error.message : 'Försök igen.',
variant: 'destructive',
})
}
setSyncingConnectionId(null)
}
async function handleDisconnectBank(connectionId: string) {
const ok = await confirm({
title: 'Koppla bort bank?',
description: 'PSD2-samtycket kommer återkallas. Befintliga transaktioner påverkas inte.',
confirmLabel: 'Koppla bort',
variant: 'warning',
})
if (!ok) return
try {
const response = await fetch('/api/extensions/ext/enable-banking/disconnect', {
method: 'DELETE',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ connection_id: connectionId }),
})
if (!response.ok) {
const data = await response.json()
throw new Error(data.error || 'Disconnect failed')
}
toast({
title: 'Bank bortkopplad',
description: 'Bankanslutningen och PSD2-samtycket har återkallats',
})
fetchConnections()
} catch (error) {
toast({
title: 'Kunde inte koppla bort bank',
description: error instanceof Error ? error.message : 'Försök igen.',
variant: 'destructive',
})
}
}
if (isLoading) {
return (
<div className="flex items-center justify-center h-32">
<Loader2 className="h-6 w-6 animate-spin text-muted-foreground" />
</div>
)
}
const activeConnections = bankConnections.filter((c) => c.status === 'active')
return (
<div className="space-y-6">
<DestructiveConfirmDialog {...dialogProps} />
{/* Connected banks */}
{activeConnections.length > 0 && (
<Card>
<CardHeader>
<CardTitle>Anslutna banker</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
{activeConnections.map((connection) => (
<BankConnectionStatus
key={connection.id}
connection={connection}
onSync={handleSyncTransactions}
onDisconnect={handleDisconnectBank}
isSyncing={syncingConnectionId === connection.id}
/>
))}
</CardContent>
</Card>
)}
{/* Connect new bank */}
<Card>
<CardHeader>
<CardTitle>Anslut din bank</CardTitle>
<CardDescription>
Välj din bank nedan för att koppla ditt konto via PSD2. Transaktioner synkas automatiskt varje dag.
</CardDescription>
</CardHeader>
<CardContent>
<BankSelector
onConnect={handleConnectBank}
isConnecting={isConnecting}
connectingBankName={connectingBankName}
/>
</CardContent>
</Card>
</div>
)
}
// ============================================================
// Import Page with Selection Cards
// ============================================================
type ImportMode = null | 'psd2' | 'bank' | 'sie' | 'opening_balance' | 'migration'
export default function ImportPage() {
const { company } = useCompany()
const [mode, setMode] = useState<ImportMode>(null)
const [userId, setUserId] = useState('')
const [isSandbox, setIsSandbox] = useState(false)
// Fetch authenticated user ID and sandbox status
useEffect(() => {
const supabase = createClient()
supabase.auth.getUser().then(({ data: { user } }) => {
if (!user) return
setUserId(user.id)
if (!company) return
supabase
.from('company_settings')
.select('is_sandbox')
.eq('company_id', company.id)
.single()
.then(({ data }) => {
if (data?.is_sandbox) setIsSandbox(true)
})
})
}, [])
// Sync mode from URL search params (reacts to client-side navigation changes)
const searchParams = useSearchParams()
useEffect(() => {
if (isSandbox) return
if (searchParams.get('migration')) {
setMode('migration')
} else {
const modeParam = searchParams.get('mode')
if (modeParam && ['psd2', 'bank', 'sie', 'opening_balance', 'migration'].includes(modeParam)) {
setMode(modeParam as ImportMode)
}
}
}, [isSandbox, searchParams])
// 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')
return (
<div className="space-y-6">
{/* Header */}
<div>
<h1 className="font-display text-2xl md:text-3xl font-medium tracking-tight">Importera</h1>
<p className="text-muted-foreground">
Importera banktransaktioner eller bokföringsdata till ditt företag
</p>
</div>
{mode === null && (
<>
{isSandbox && (
<div className="flex items-start gap-3 rounded-lg border border-border bg-muted/50 px-4 py-3">
<Info className="h-4 w-4 text-muted-foreground mt-0.5 shrink-0" />
<p className="text-sm text-muted-foreground">
Import är inte tillgängligt i sandlådemiljön. Skapa ett konto för att importera data.
</p>
</div>
)}
<div className="space-y-2">
{/* 1. Koppla bank */}
{hasBankingExtension && (
<div
role="button"
tabIndex={isSandbox ? -1 : 0}
aria-disabled={isSandbox}
className={cn(
'group flex items-start gap-4 rounded-lg border bg-card p-5 transition-all',
isSandbox
? 'opacity-50 cursor-not-allowed'
: 'cursor-pointer hover:border-foreground/15 hover:shadow-[var(--shadow-sm)] active:scale-[0.998]'
)}
onClick={() => { if (!isSandbox) setMode('psd2') }}
onKeyDown={(e) => { if (!isSandbox && (e.key === 'Enter' || e.key === ' ')) { e.preventDefault(); setMode('psd2') } }}
>
<div className="flex h-9 w-9 shrink-0 items-center justify-center rounded-md bg-foreground/[0.06]">
<Landmark className="h-[18px] w-[18px] text-foreground/60" />
</div>
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2.5">
<h3 className="text-[15px] font-semibold leading-tight">Koppla bank</h3>
<span className="text-[11px] font-medium text-success bg-success/10 px-2 py-0.5 rounded-full leading-none">
Rekommenderat
</span>
</div>
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed max-w-lg">
Anslut ditt bankkonto direkt och synka transaktioner automatiskt via PSD2.
</p>
</div>
<ChevronRight className="h-4 w-4 text-muted-foreground/40 shrink-0 mt-2.5 transition-transform duration-150 group-hover:translate-x-0.5 group-hover:text-muted-foreground" />
</div>
)}
{/* 2. Hämta från annat system */}
{hasMigrationExtension === true && (
<div
role="button"
tabIndex={isSandbox ? -1 : 0}
aria-disabled={isSandbox}
className={cn(
'group rounded-lg border bg-card p-5 transition-all',
isSandbox
? 'opacity-50 cursor-not-allowed'
: 'cursor-pointer hover:border-foreground/15 hover:shadow-[var(--shadow-sm)] active:scale-[0.998]'
)}
onClick={() => { if (!isSandbox) setMode('migration') }}
onKeyDown={(e) => { if (!isSandbox && (e.key === 'Enter' || e.key === ' ')) { e.preventDefault(); setMode('migration') } }}
>
<div className="flex items-start gap-4">
<div className="flex h-9 w-9 shrink-0 items-center justify-center rounded-md bg-foreground/[0.06]">
<ArrowRightLeft className="h-[18px] w-[18px] text-foreground/60" />
</div>
<div className="flex-1 min-w-0">
<h3 className="text-[15px] font-semibold leading-tight">Hämta från annat system</h3>
<p className="text-sm mt-1.5 leading-relaxed max-w-lg underline decoration-foreground/20 underline-offset-2 text-muted-foreground">
Inget ändras i ditt befintliga system.
</p>
</div>
<ChevronRight className="h-4 w-4 text-muted-foreground/40 shrink-0 mt-2.5 transition-transform duration-150 group-hover:translate-x-0.5 group-hover:text-muted-foreground" />
</div>
<div className="flex flex-wrap gap-2 mt-3.5 ml-[52px]">
{([
{ name: 'Fortnox', logo: '/logos/fortnox.svg' },
{ name: 'Visma', logo: '/logos/visma.jpeg' },
{ name: 'Bokio', logo: '/logos/bokio.png' },
{ name: 'Björn Lundén', logo: '/logos/bjornlunden.png' },
{ name: 'Briox', logo: '/logos/Briox_logo.png' },
] as const).map(provider => (
<div key={provider.name} className="flex items-center gap-1.5 rounded border border-border/60 bg-muted/30 px-2 py-1">
<img src={provider.logo} alt={provider.name} className="h-4 w-4 shrink-0 rounded-sm object-contain" />
<span className="text-[11px] font-medium text-muted-foreground">{provider.name}</span>
</div>
))}
</div>
</div>
)}
{/* 3. Banktransaktioner */}
<div
role="button"
tabIndex={isSandbox ? -1 : 0}
aria-disabled={isSandbox}
className={cn(
'group flex items-start gap-4 rounded-lg border bg-card p-5 transition-all',
isSandbox
? 'opacity-50 cursor-not-allowed'
: 'cursor-pointer hover:border-foreground/15 hover:shadow-[var(--shadow-sm)] active:scale-[0.998]'
)}
onClick={() => { if (!isSandbox) setMode('bank') }}
onKeyDown={(e) => { if (!isSandbox && (e.key === 'Enter' || e.key === ' ')) { e.preventDefault(); setMode('bank') } }}
>
<div className="flex h-9 w-9 shrink-0 items-center justify-center rounded-md bg-foreground/[0.06]">
<ArrowLeftRight className="h-[18px] w-[18px] text-foreground/60" />
</div>
<div className="flex-1 min-w-0">
<h3 className="text-[15px] font-semibold leading-tight">Banktransaktioner</h3>
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed max-w-lg">
Importera kontoutdrag från din bank. Stöder de flesta svenska banker.
</p>
<div className="flex flex-wrap gap-1.5 mt-2.5">
{['CSV', 'OFX', 'SEB', 'Swedbank', 'Nordea'].map(fmt => (
<span key={fmt} className="text-[11px] text-muted-foreground/80 bg-muted/80 px-1.5 py-0.5 rounded leading-none">
{fmt}
</span>
))}
</div>
</div>
<ChevronRight className="h-4 w-4 text-muted-foreground/40 shrink-0 mt-2.5 transition-transform duration-150 group-hover:translate-x-0.5 group-hover:text-muted-foreground" />
</div>
{/* 4. Ingående balanser */}
<div
role="button"
tabIndex={isSandbox ? -1 : 0}
aria-disabled={isSandbox}
className={cn(
'group flex items-start gap-4 rounded-lg border bg-card p-5 transition-all',
isSandbox
? 'opacity-50 cursor-not-allowed'
: 'cursor-pointer hover:border-foreground/15 hover:shadow-[var(--shadow-sm)] active:scale-[0.998]'
)}
onClick={() => { if (!isSandbox) setMode('opening_balance') }}
onKeyDown={(e) => { if (!isSandbox && (e.key === 'Enter' || e.key === ' ')) { e.preventDefault(); setMode('opening_balance') } }}
>
<div className="flex h-9 w-9 shrink-0 items-center justify-center rounded-md bg-foreground/[0.06]">
<Scale className="h-[18px] w-[18px] text-foreground/60" />
</div>
<div className="flex-1 min-w-0">
<h3 className="text-[15px] font-semibold leading-tight">Ingående balanser</h3>
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed max-w-lg">
Importera ingående balanser från en Excel- eller CSV-fil.
</p>
<div className="flex flex-wrap gap-1.5 mt-2.5">
{['XLSX', 'CSV'].map(fmt => (
<span key={fmt} className="text-[11px] text-muted-foreground/80 bg-muted/80 px-1.5 py-0.5 rounded leading-none">
{fmt}
</span>
))}
</div>
</div>
<ChevronRight className="h-4 w-4 text-muted-foreground/40 shrink-0 mt-2.5 transition-transform duration-150 group-hover:translate-x-0.5 group-hover:text-muted-foreground" />
</div>
{/* 5. Bokföringsdata (SIE) */}
<div
role="button"
tabIndex={isSandbox ? -1 : 0}
aria-disabled={isSandbox}
className={cn(
'group flex items-start gap-4 rounded-lg border bg-card p-5 transition-all',
isSandbox
? 'opacity-50 cursor-not-allowed'
: 'cursor-pointer hover:border-foreground/15 hover:shadow-[var(--shadow-sm)] active:scale-[0.998]'
)}
onClick={() => { if (!isSandbox) setMode('sie') }}
onKeyDown={(e) => { if (!isSandbox && (e.key === 'Enter' || e.key === ' ')) { e.preventDefault(); setMode('sie') } }}
>
<div className="flex h-9 w-9 shrink-0 items-center justify-center rounded-md bg-foreground/[0.06]">
<FileText className="h-[18px] w-[18px] text-foreground/60" />
</div>
<div className="flex-1 min-w-0">
<h3 className="text-[15px] font-semibold leading-tight">Bokföringsdata (SIE)</h3>
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed max-w-lg">
Importera verifikationer och kontoplan från ett annat bokföringsprogram.
</p>
<div className="flex flex-wrap gap-1.5 mt-2.5">
{['SIE4', '.se', '.si'].map(fmt => (
<span key={fmt} className="text-[11px] text-muted-foreground/80 bg-muted/80 px-1.5 py-0.5 rounded leading-none">
{fmt}
</span>
))}
</div>
</div>
<ChevronRight className="h-4 w-4 text-muted-foreground/40 shrink-0 mt-2.5 transition-transform duration-150 group-hover:translate-x-0.5 group-hover:text-muted-foreground" />
</div>
</div>
</>
)}
{mode !== null && (
<Button variant="ghost" size="sm" onClick={() => setMode(null)}>
<ArrowLeft className="mr-2 h-4 w-4" />
Tillbaka till val
</Button>
)}
{mode === 'psd2' && <PSD2ConnectWizard />}
{mode === 'bank' && <BankFileImportWizard />}
{mode === 'sie' && <SIEImportWizard />}
{mode === 'opening_balance' && <OpeningBalanceImportWizard />}
{mode === 'migration' && <MigrationWizard userId={userId} />}
</div>
)
}