Files
accounted/extensions/general/enable-banking/components/BankingSettingsPanel.tsx
T
Mattsson d484c341a4 Psu type configuration (#248)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking

- Added personnummer encryption and decryption functions for secure storage.
- Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions.
- Implemented tax table lookup functionality for calculating tax amounts based on monthly income.
- Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations.
- Established row-level security policies for all new tables to ensure company-scoped access.

* feat: add salary calculation modules for 2026

- Implemented engångsskatt calculation for one-time payments with tax brackets.
- Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings.
- Created pain.001 generator for salary batch payments in compliance with Swedish banking standards.
- Developed PDF template for payslips, including detailed breakdowns and employer costs.
- Generated seed data for Swedish tax tables for 2026, including SQL insert statements.
- Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations.
- Added seed script for populating tax tables in the database.

* feat: Update meal reduction percentages in traktamente calculation

fix: Remove obsolete seed script for 2026 tax tables

feat: Extend SalaryRunStatus type to include 'corrected' status

feat: Implement KU10 XML generation endpoint for annual employee income statements

feat: Add endpoint for creating corrections to booked salary runs

feat: Implement endpoint for sending payslip PDFs to employees

feat: Create KU10 XML generator for annual reporting

feat: Add salary transaction matcher for auto-linking bank transactions to salary entries

chore: Add database migration for salary correction support

* feat: replace select elements with custom Select component for employment and salary types

* feat: enhance salary calculations with pension entry and avgifter category support

* feat: enhance banking settings with PSU type detection and error handling

* fix: improve error handling for bank connection and update access denial message
2026-04-15 13:48:08 +02:00

362 lines
12 KiB
TypeScript

'use client'
import { useState, useEffect, useRef } from 'react'
import Link from 'next/link'
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { useToast } from '@/components/ui/use-toast'
import { DestructiveConfirmDialog, useDestructiveConfirm } from '@/components/ui/destructive-confirm-dialog'
import { Loader2, Upload } from 'lucide-react'
import { cn } from '@/lib/utils'
import { createClient } from '@/lib/supabase/client'
import { useCompany } from '@/contexts/CompanyContext'
import { BankSelector, type Bank } from './BankSelector'
import { BankConnectionStatus } from './BankConnectionStatus'
import type { BankConnection } from '@/types'
/**
* Self-contained banking settings panel for the enable-banking extension.
* Loaded dynamically by the settings panel registry.
*/
export default function BankingSettingsPanel() {
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 connectingRef = useRef(false)
const [isLoading, setIsLoading] = useState(true)
const [showCsvFallback, setShowCsvFallback] = useState(false)
const [psuType, setPsuType] = useState<'personal' | 'business'>('business')
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, psuTypeOverride?: 'personal' | 'business') {
if (connectingRef.current) return
connectingRef.current = true
setIsConnecting(true)
setConnectingBankName(bank.name)
try {
console.log('[enable-banking] Initiating bank connection', {
bankName: bank.name,
bankCountry: bank.country,
psuTypeOverride,
})
const body: Record<string, string> = { aspsp_name: bank.name, aspsp_country: bank.country }
if (psuTypeOverride) body.psu_type = psuTypeOverride
const response = await fetch('/api/extensions/ext/enable-banking/connect', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
})
const data = await response.json()
if (!response.ok) {
console.error('[enable-banking] Connect request failed', {
status: response.status,
statusText: response.statusText,
error: data.error,
bankName: bank.name,
})
throw new Error(data.error)
}
console.log('[enable-banking] Redirecting to bank authorization', {
connectionId: data.connection_id,
hasAuthUrl: !!data.authorization_url,
})
window.location.href = data.authorization_url
} catch (error) {
console.error('[enable-banking] Connect flow failed', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
bankName: bank.name,
})
toast({
title: 'Fel',
description: error instanceof Error ? error.message : 'Kunde inte ansluta bank',
variant: 'destructive',
})
connectingRef.current = false
setIsConnecting(false)
setConnectingBankName(null)
setShowCsvFallback(true)
}
}
async function handleSyncTransactions(connectionId: string) {
setSyncingConnectionId(connectionId)
try {
console.log('[enable-banking] Starting sync', { connectionId })
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) {
console.error('[enable-banking] Sync request failed', {
status: response.status,
statusText: response.statusText,
error: data.error,
connectionId,
})
throw new Error(data.error)
}
console.log('[enable-banking] Sync completed', {
connectionId,
imported: data.imported,
duplicates: data.duplicates,
})
toast({
title: 'Synkronisering klar',
description: `${data.imported} nya transaktioner importerade`,
})
setShowCsvFallback(false)
fetchConnections()
} catch (error) {
console.error('[enable-banking] Sync flow failed', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
connectionId,
})
toast({
title: 'Fel',
description: error instanceof Error ? error.message : 'Synkronisering misslyckades',
variant: 'destructive',
})
setShowCsvFallback(true)
}
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 {
console.log('[enable-banking] Disconnecting bank', { connectionId })
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()
console.error('[enable-banking] Disconnect request failed', {
status: response.status,
statusText: response.statusText,
error: data.error,
connectionId,
})
throw new Error(data.error || 'Disconnect failed')
}
console.log('[enable-banking] Bank disconnected', { connectionId })
toast({
title: 'Bank bortkopplad',
description: 'Bankanslutningen och PSD2-samtycket har återkallats',
})
fetchConnections()
} catch (error) {
console.error('[enable-banking] Disconnect flow failed', {
message: error instanceof Error ? error.message : String(error),
stack: error instanceof Error ? error.stack : undefined,
connectionId,
})
toast({
title: 'Fel',
description: error instanceof Error ? error.message : 'Kunde inte koppla bort bank',
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')
const actionRequiredConnections = bankConnections.filter((c) => ['expired', 'error'].includes(c.status))
return (
<div className="space-y-6">
<DestructiveConfirmDialog {...dialogProps} />
{/* Persistent CSV fallback after connection/sync failure */}
{showCsvFallback && (
<div className="flex items-center gap-3 rounded-lg border border-border bg-muted/50 p-4">
<Upload className="h-5 w-5 shrink-0 text-muted-foreground" />
<p className="flex-1 text-sm text-muted-foreground">
Har du problem med bankanslutningen? Du kan importera transaktioner manuellt via bankfil.
</p>
<Button variant="outline" size="sm" asChild>
<Link href="/import?mode=bank">Importera bankfil</Link>
</Button>
</div>
)}
{/* Action required — expired/error connections */}
{actionRequiredConnections.length > 0 && (
<Card className="border-warning/30">
<CardHeader>
<CardTitle>Åtgärd krävs</CardTitle>
<CardDescription>
Dessa anslutningar behöver uppmärksamhet.
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
{actionRequiredConnections.map((connection) => (
<BankConnectionStatus
key={connection.id}
connection={connection}
onSync={handleSyncTransactions}
onDisconnect={handleDisconnectBank}
onReconnect={handleConnectBank}
isSyncing={syncingConnectionId === connection.id}
/>
))}
</CardContent>
</Card>
)}
{/* 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 ny bank</CardTitle>
<CardDescription>
Välj din bank nedan för att koppla ditt konto via PSD2.
</CardDescription>
</CardHeader>
<CardContent className="space-y-4">
{/* Account type selector */}
<div className="flex items-center gap-3">
<span className="text-sm text-muted-foreground">Kontotyp:</span>
<div className="inline-flex rounded-lg border border-border p-0.5">
<button
type="button"
onClick={() => setPsuType('business')}
className={cn(
'rounded-md px-3 py-1.5 text-sm font-medium transition-colors',
psuType === 'business'
? 'bg-primary text-primary-foreground'
: 'text-muted-foreground hover:text-foreground'
)}
>
Företagskonto
</button>
<button
type="button"
onClick={() => setPsuType('personal')}
className={cn(
'rounded-md px-3 py-1.5 text-sm font-medium transition-colors',
psuType === 'personal'
? 'bg-primary text-primary-foreground'
: 'text-muted-foreground hover:text-foreground'
)}
>
Privatkonto
</button>
</div>
</div>
{psuType === 'personal' && (
<p className="text-xs text-muted-foreground">
Välj Privatkonto om du använder ditt personliga bankkonto för din verksamhet (vanligt för enskild firma).
</p>
)}
<BankSelector
onConnect={(bank) => handleConnectBank(bank, psuType)}
onPsuTypeDetected={setPsuType}
isConnecting={isConnecting}
connectingBankName={connectingBankName}
/>
</CardContent>
</Card>
{/* Info about PSD2 */}
<Card>
<CardHeader>
<CardTitle>Om bankintegration (PSD2)</CardTitle>
<CardDescription>
Automatisk import av transaktioner via PSD2 open banking.
Samtycket gäller i 90 dagar och behöver sedan förnyas.
</CardDescription>
</CardHeader>
<CardContent>
<p className="text-sm text-muted-foreground">
Vi använder säker bankintegration (PSD2). Vi kan endast läsa transaktioner,
aldrig flytta pengar. Du kan också importera transaktioner manuellt via
bankfiler på importsidan.
</p>
</CardContent>
</Card>
</div>
)
}