Files
accounted/extensions/general/enable-banking/components/AccountPickerDialog.tsx
T
MattssonandClaude Opus 4.7 a53a119a2e Fix/vat parent accounts (#438)
* 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>
2026-05-11 17:12:00 +02:00

221 lines
6.8 KiB
TypeScript

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