* feat(enable-banking): add support for account selection and syncing - Updated StoredAccount interface to include an 'enabled' flag for account syncing preferences. - Enhanced ensureFiscalPeriod function to handle overlapping fiscal periods with posted entries and opening balances. - Added tests for fiscal period validation and account syncing logic. - Implemented AccountPickerDialog component for user account selection. - Created API routes for PATCH /accounts and POST /sync to manage account syncing. - Introduced 'pending_selection' status for bank connections to allow user account selection before syncing. - Updated database migration to support new connection status and backfill existing accounts with enabled=true. * feat(enable-banking): implement account selection and consent event logging --------- Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
221 lines
6.8 KiB
TypeScript
221 lines
6.8 KiB
TypeScript
'use client'
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import { useEffect, useMemo, useState } from 'react'
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import {
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Dialog,
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DialogContent,
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DialogDescription,
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DialogFooter,
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DialogHeader,
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DialogTitle,
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} from '@/components/ui/dialog'
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import { Button } from '@/components/ui/button'
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import { Checkbox } from '@/components/ui/checkbox'
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import { useToast } from '@/components/ui/use-toast'
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import { Loader2 } from 'lucide-react'
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import type { StoredAccount } from '../types'
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interface AccountPickerDialogProps {
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open: boolean
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onOpenChange: (open: boolean) => void
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connectionId: string
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bankName: string
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accounts: StoredAccount[]
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// True when the connection is still in pending_selection — closing without
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// saving is allowed but the user is reminded that no sync runs until they
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// confirm.
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isInitialSelection: boolean
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onSaved: () => void
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}
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export function AccountPickerDialog({
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open,
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onOpenChange,
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connectionId,
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bankName,
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accounts,
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isInitialSelection,
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onSaved,
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}: AccountPickerDialogProps) {
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const { toast } = useToast()
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const [selected, setSelected] = useState<Set<string>>(new Set())
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const [isSaving, setIsSaving] = useState(false)
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useEffect(() => {
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if (open) {
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// Start the dialog reflecting the current state. Accounts without an
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// explicit enabled flag are treated as enabled (back-compat).
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const initial = new Set<string>(
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accounts.filter(a => a.enabled !== false).map(a => a.uid)
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)
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setSelected(initial)
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}
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}, [open, accounts])
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const allSelected = accounts.length > 0 && selected.size === accounts.length
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const noneSelected = selected.size === 0
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const sortedAccounts = useMemo(
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() => [...accounts].sort((a, b) => (a.name || a.iban || '').localeCompare(b.name || b.iban || '')),
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[accounts]
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)
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function toggle(uid: string) {
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setSelected(prev => {
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const next = new Set(prev)
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if (next.has(uid)) next.delete(uid)
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else next.add(uid)
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return next
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})
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}
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function selectAll() {
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setSelected(new Set(accounts.map(a => a.uid)))
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}
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function selectNone() {
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setSelected(new Set())
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}
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async function handleSave() {
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if (noneSelected) {
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toast({
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title: 'Välj minst ett konto',
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description: 'Avmarkera alla konton och koppla bort banken istället om inga konton ska synkas.',
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variant: 'destructive',
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})
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return
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}
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setIsSaving(true)
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try {
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const response = await fetch('/api/extensions/ext/enable-banking/accounts', {
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method: 'PATCH',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({
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connection_id: connectionId,
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enabled_uids: Array.from(selected),
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}),
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})
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const data = await response.json()
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if (!response.ok) {
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throw new Error(data.error || 'Kunde inte spara kontoval')
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}
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toast({
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title: 'Kontoval sparat',
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description: `${data.enabled_count} av ${data.total_count} konton kommer synkas.`,
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})
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onOpenChange(false)
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onSaved()
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} catch (error) {
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toast({
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title: 'Fel',
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description: error instanceof Error ? error.message : 'Kunde inte spara kontoval',
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variant: 'destructive',
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})
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} finally {
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setIsSaving(false)
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}
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}
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent className="max-w-xl">
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<DialogHeader>
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<DialogTitle>Välj konton att synka — {bankName}</DialogTitle>
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<DialogDescription>
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{isInitialSelection
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? 'Banken har gett åtkomst till följande konton. Avmarkera de konton du inte vill synka transaktioner från. Inga transaktioner hämtas innan du sparar.'
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: 'Justera vilka konton som ska synkas. Konton du avmarkerar slutar synkas från nästa körning; redan importerade transaktioner ligger kvar.'}
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</DialogDescription>
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</DialogHeader>
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<div className="flex items-center justify-between text-xs text-muted-foreground">
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<span>
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{selected.size} av {accounts.length} valda
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</span>
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<div className="flex gap-2">
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<button
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type="button"
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onClick={selectAll}
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disabled={allSelected || isSaving}
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className="underline-offset-2 hover:underline disabled:opacity-50 disabled:no-underline"
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>
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Markera alla
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</button>
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<span aria-hidden>·</span>
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<button
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type="button"
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onClick={selectNone}
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disabled={noneSelected || isSaving}
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className="underline-offset-2 hover:underline disabled:opacity-50 disabled:no-underline"
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>
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Avmarkera alla
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</button>
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</div>
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</div>
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<div className="max-h-[50vh] overflow-y-auto rounded-lg border border-border divide-y divide-border">
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{sortedAccounts.map(account => {
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const isChecked = selected.has(account.uid)
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return (
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<label
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key={account.uid}
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className="flex cursor-pointer items-center gap-3 p-3 hover:bg-muted/50"
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>
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<Checkbox
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checked={isChecked}
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onCheckedChange={() => toggle(account.uid)}
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disabled={isSaving}
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/>
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<div className="flex-1 min-w-0">
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<p className="text-sm font-medium truncate">
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{account.name || account.iban || 'Okänt konto'}
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</p>
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{account.iban && (
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<p className="text-xs text-muted-foreground tabular-nums">
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{account.iban.replace(/(.{4})/g, '$1 ').trim()}
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</p>
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)}
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</div>
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{account.balance !== undefined && (
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<p className="text-sm font-medium tabular-nums shrink-0">
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{new Intl.NumberFormat('sv-SE', {
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style: 'currency',
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currency: account.currency,
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}).format(account.balance)}
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</p>
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)}
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</label>
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)
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})}
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</div>
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<DialogFooter>
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<Button
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type="button"
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variant="outline"
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onClick={() => onOpenChange(false)}
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disabled={isSaving}
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>
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Avbryt
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</Button>
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<Button type="button" onClick={handleSave} disabled={isSaving || noneSelected}>
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{isSaving ? (
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<>
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<Loader2 className="mr-2 h-4 w-4 animate-spin" />
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Sparar…
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</>
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) : (
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'Spara val'
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)}
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</Button>
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</DialogFooter>
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</DialogContent>
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</Dialog>
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)
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}
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