MattssonandClaude Opus 4.8
c6c86cded4
* fix(booking-templates): scope template list to the active company GET /api/settings/booking-templates relied solely on the btl_select RLS policy, which is membership-wide (user_company_ids) and returns templates from every company the user belongs to. A user who owns multiple companies saw all their templates merged regardless of which company was active. Narrow the list in the API layer (mirroring counterparty-templates) to system + the active company + the active company's team. RLS stays the security backstop; this fixes the cross-company merge within a single user's own view (it was never a cross-tenant data leak). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(import): show proper message for duplicate bank file upload The bank file import page mis-parsed the structured error envelope ({ error: { code, message, details } }), so a BANK_FILE_DUPLICATE (409) fell through to the generic "Kunde inte läsa filen" fallback. The upload step also hardcoded that same string as the error heading, so duplicates were doubly misreported as parse failures. - Parse the structured envelope by error.code; surface error.message for all codes instead of rendering the error object. - Add a dedicated BANK_FILE_DUPLICATE message using the importedAt / importedCount details the route already returns. - Add an optional errorTitle prop to BankFileUploadStep (defaults to the previous text) and pass "Filen är redan importerad" for dupes. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(tests): add comprehensive tests for recordateEntry, inbox-linking, and external-id handling - Implemented unit tests for recordateEntry in the bookkeeping module to validate various scenarios including date changes, non-posted entries, and fiscal period restrictions. - Created tests for inbox-linking status in pending operations to ensure correct handling of invoice inbox items and supplier invoices, addressing historical bugs related to status updates. - Added tests for external-id utilities to ensure consistent handling of monetary amounts and deduplication keys across different transaction sources. - Introduced new functions in external-id.ts for stable external ID generation and normalization of imported descriptions, enhancing transaction deduplication reliability. feat(migrations): add new database migrations for transaction handling - Created migration to exclude storno and correction vouchers from unmatched GL lines, ensuring accurate reconciliation. - Added a migration to preserve original bank transaction descriptions in a new immutable column, allowing for user edits while maintaining audit trails and deduplication integrity. * feat(migrations): add function to exclude storno/correction vouchers from unmatched GL lines * feat(transactions): enhance transaction handling with improved description normalization and preloaded original entries --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2203 lines
81 KiB
TypeScript
2203 lines
81 KiB
TypeScript
'use client'
|
|
|
|
import { useState, useCallback, useEffect } from 'react'
|
|
import { useSearchParams, useRouter } from 'next/navigation'
|
|
import { Tabs, TabsList, TabsTrigger, TabsContent } from '@/components/ui/tabs'
|
|
import { useTranslations } from 'next-intl'
|
|
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, FileSpreadsheet, Download, AlertTriangle } from 'lucide-react'
|
|
import { motion } from 'framer-motion'
|
|
import { cn, formatDate } 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'
|
|
|
|
// Register import (customers/suppliers) components
|
|
import RegisterUploadStep from '@/components/import/RegisterUploadStep'
|
|
import RegisterColumnMappingStep, { type RegisterColumnSpec } from '@/components/import/RegisterColumnMappingStep'
|
|
import CustomersEditStep from '@/components/import/CustomersEditStep'
|
|
import SuppliersEditStep from '@/components/import/SuppliersEditStep'
|
|
import RegisterResultStep, { type RegisterResult } from '@/components/import/RegisterResultStep'
|
|
import type {
|
|
CustomerImportParseResult,
|
|
AnnotatedCustomerRow,
|
|
DetectedCustomerColumns,
|
|
} from '@/lib/import/customers/types'
|
|
import type {
|
|
SupplierImportParseResult,
|
|
AnnotatedSupplierRow,
|
|
DetectedSupplierColumns,
|
|
} from '@/lib/import/suppliers/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'
|
|
import { FiscalYearSelector } from '@/components/common/FiscalYearSelector'
|
|
import CloudBackupCard from '@/extensions/general/cloud-backup/components/CloudBackupCard'
|
|
import BankSyncStatusChip from '@/components/transactions/BankSyncStatusChip'
|
|
|
|
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 tTx = useTranslations('transactions')
|
|
const { company } = useCompany()
|
|
|
|
const [bankStep, setBankStep] = useState<BankFileStep>('upload')
|
|
const [bankIsLoading, setBankIsLoading] = useState(false)
|
|
const [bankError, setBankError] = useState<string | null>(null)
|
|
const [bankErrorTitle, setBankErrorTitle] = 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)
|
|
|
|
// Active PSD2 connections — drives an overlap warning so users don't
|
|
// accidentally upload a CSV covering periods we already sync nightly.
|
|
const [activePsd2Banks, setActivePsd2Banks] = useState<string[]>([])
|
|
useEffect(() => {
|
|
if (!company?.id) return
|
|
let cancelled = false
|
|
const supabase = createClient()
|
|
supabase
|
|
.from('bank_connections')
|
|
.select('bank_name')
|
|
.eq('company_id', company.id)
|
|
.eq('status', 'active')
|
|
.then(({ data }) => {
|
|
if (cancelled) return
|
|
const names = Array.from(new Set((data ?? []).map((r) => r.bank_name).filter(Boolean)))
|
|
setActivePsd2Banks(names)
|
|
})
|
|
return () => {
|
|
cancelled = true
|
|
}
|
|
}, [company?.id])
|
|
|
|
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)
|
|
setBankErrorTitle(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) {
|
|
// Structured error envelope: { error: { code, message, message_en, details } }
|
|
const err = data?.error
|
|
if (err && typeof err === 'object') {
|
|
if (err.code === 'BANK_FILE_DUPLICATE') {
|
|
const importedAt = err.details?.importedAt ? formatDate(err.details.importedAt) : null
|
|
const count = typeof err.details?.importedCount === 'number' ? err.details.importedCount : null
|
|
const when = importedAt
|
|
? ` ${importedAt}${count !== null ? ` (${count} transaktioner)` : ''}`
|
|
: ''
|
|
setBankErrorTitle('Filen är redan importerad')
|
|
setBankError(
|
|
`Den här filen är redan importerad${when}. Transaktionerna finns redan under Transaktioner. ` +
|
|
'Exportera en ny fil från banken om du vill lägga till fler transaktioner.'
|
|
)
|
|
} else {
|
|
setBankError(err.message || 'Kunde inte läsa filen')
|
|
}
|
|
} else {
|
|
setBankError(typeof err === 'string' ? err : '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)
|
|
setBankErrorTitle(null)
|
|
setRawFileContent('')
|
|
}
|
|
|
|
return (
|
|
<div className="space-y-6">
|
|
{/* Status chip for at-a-glance "auto-sync is healthy / stale / needs attention" */}
|
|
<BankSyncStatusChip />
|
|
|
|
{/* Overlap warning — active PSD2 means file import will likely create
|
|
duplicates of transactions the nightly sync already covers. */}
|
|
{activePsd2Banks.length > 0 && (
|
|
<div className="flex items-start gap-3 rounded-lg border border-warning/30 bg-warning/5 p-4">
|
|
<AlertTriangle className="mt-0.5 h-5 w-5 shrink-0 text-warning" />
|
|
<div className="flex-1 text-sm">
|
|
<p className="font-medium">
|
|
{tTx('import_psd2_active_warning_title', { bankName: activePsd2Banks.join(', ') })}
|
|
</p>
|
|
<p className="mt-1 text-muted-foreground">
|
|
{tTx('import_psd2_active_warning_body')}
|
|
</p>
|
|
</div>
|
|
</div>
|
|
)}
|
|
|
|
{/* 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}
|
|
errorTitle={bankErrorTitle}
|
|
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' | 'network' | 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 ${data.parsed.stats.totalVouchers} verifikationer hittades`,
|
|
})
|
|
} catch (err) {
|
|
const isNetworkError = err instanceof TypeError && (err.message === 'Failed to fetch' || err.message.includes('NetworkError'))
|
|
const message = isNetworkError
|
|
? 'Kunde inte nå servern. Kontrollera din internetanslutning och försök igen.'
|
|
: err instanceof Error ? err.message : 'Ett oväntat fel uppstod.'
|
|
setErrorType(isNetworkError ? 'network' : 'parse')
|
|
setError(message)
|
|
toast({ title: isNetworkError ? 'Anslutningsfel' : 'Ett fel uppstod', description: message, variant: 'destructive' })
|
|
} finally {
|
|
setIsLoading(false)
|
|
}
|
|
}, [toast])
|
|
|
|
const handleUndo = useCallback(async (importId: string) => {
|
|
setIsLoading(true)
|
|
try {
|
|
const res = await fetch(`/api/import/sie/${importId}/undo`, { method: 'DELETE' })
|
|
const data = await res.json()
|
|
|
|
if (!res.ok) {
|
|
toast({ title: 'Kunde inte ångra import', description: getErrorMessage(data), variant: 'destructive' })
|
|
return
|
|
}
|
|
|
|
toast({
|
|
title: 'Import ångrad',
|
|
description: `${data.deletedEntries} verifikation${data.deletedEntries === 1 ? '' : 'er'} raderades.`,
|
|
})
|
|
|
|
// Reset wizard to upload step so the user can re-import a corrected file
|
|
setStep('upload')
|
|
setFile(null)
|
|
setParsed(null)
|
|
setMappings([])
|
|
setPreview(null)
|
|
setIssues([])
|
|
setImportResult(null)
|
|
setError(null)
|
|
setErrorType(undefined)
|
|
setValidationErrors([])
|
|
setValidationWarnings([])
|
|
setDuplicateImportId(null)
|
|
setSieAccounts([])
|
|
} catch {
|
|
toast({ title: 'Anslutningsfel', description: 'Kunde inte nå servern.', 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.deletedEntries} verifikation${data.deletedEntries === 1 ? '' : 'er'} raderades. 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) {
|
|
const code = data?.error?.code as string | undefined
|
|
const message = getErrorMessage(data)
|
|
const failedResult = data?.error?.details?.result as typeof data.result | undefined
|
|
|
|
if (code === 'SIE_DUPLICATE_FILE' || code === 'SIE_DUPLICATE_PERIOD') {
|
|
setError(message)
|
|
toast({ title: 'Filen har redan importerats', description: message, variant: 'destructive' })
|
|
return
|
|
}
|
|
if (failedResult) {
|
|
setImportResult(failedResult)
|
|
} else {
|
|
setError(message)
|
|
toast({ title: 'Import misslyckades', description: message, 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} onUndo={handleUndo} />}
|
|
</div>
|
|
)
|
|
}
|
|
|
|
// ============================================================
|
|
// Opening Balance Flow (entity = "opening_balance" inside CSVDataImportWizard)
|
|
// ============================================================
|
|
|
|
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 OpeningBalanceFlow() {
|
|
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>
|
|
)
|
|
}
|
|
|
|
// ============================================================
|
|
// Customers Flow (entity = "customers" inside CSVDataImportWizard)
|
|
// ============================================================
|
|
|
|
type RegisterStep = 'upload' | 'column_mapping' | 'edit' | 'result'
|
|
|
|
const REGISTER_STEP_LABELS: Record<RegisterStep, string> = {
|
|
upload: 'Ladda upp',
|
|
column_mapping: 'Kolumnmappning',
|
|
edit: 'Granska',
|
|
result: 'Resultat',
|
|
}
|
|
|
|
const CUSTOMER_COLUMN_SPECS: RegisterColumnSpec<keyof DetectedCustomerColumns>[] = [
|
|
{ key: 'name_col', label: 'Namn', required: true },
|
|
{ key: 'org_number_col', label: 'Org-/personnummer', required: false },
|
|
{ key: 'customer_type_col', label: 'Kundtyp', required: false },
|
|
{ key: 'email_col', label: 'E-post', required: false },
|
|
{ key: 'phone_col', label: 'Telefon', required: false },
|
|
{ key: 'address_line1_col', label: 'Adress', required: false },
|
|
{ key: 'address_line2_col', label: 'Adress rad 2', required: false },
|
|
{ key: 'postal_code_col', label: 'Postnummer', required: false },
|
|
{ key: 'city_col', label: 'Ort', required: false },
|
|
{ key: 'country_col', label: 'Land', required: false },
|
|
{ key: 'vat_number_col', label: 'VAT-nummer', required: false },
|
|
{ key: 'payment_terms_col', label: 'Betalningsvillkor (dagar)', required: false },
|
|
{ key: 'notes_col', label: 'Anteckning', required: false },
|
|
]
|
|
|
|
function columnsToMapping<K extends string>(
|
|
cols: { readonly [key: string]: unknown },
|
|
specs: RegisterColumnSpec<K>[],
|
|
): Record<K, number | null> {
|
|
const out = {} as Record<K, number | null>
|
|
for (const spec of specs) {
|
|
const v = cols[spec.key as string]
|
|
out[spec.key] = typeof v === 'number' ? v : null
|
|
}
|
|
return out
|
|
}
|
|
|
|
function CustomersFlow() {
|
|
const { toast } = useToast()
|
|
|
|
const [step, setStep] = useState<RegisterStep>('upload')
|
|
const [isLoading, setIsLoading] = useState(false)
|
|
const [error, setError] = useState<string | null>(null)
|
|
const [file, setFile] = useState<File | null>(null)
|
|
const [parseResult, setParseResult] = useState<CustomerImportParseResult | null>(null)
|
|
const [executeResult, setExecuteResult] = useState<RegisterResult | null>(null)
|
|
|
|
const needsMapping = parseResult && parseResult.detected_columns.confidence < 0.8
|
|
const steps: RegisterStep[] = needsMapping
|
|
? ['upload', 'column_mapping', 'edit', 'result']
|
|
: ['upload', 'edit', 'result']
|
|
const currentStepIndex = steps.indexOf(step)
|
|
const progress = ((currentStepIndex + 1) / steps.length) * 100
|
|
|
|
const handleFileSelect = useCallback(async (selectedFile: File) => {
|
|
setError(null)
|
|
setIsLoading(true)
|
|
setFile(selectedFile)
|
|
|
|
try {
|
|
const formData = new FormData()
|
|
formData.append('file', selectedFile)
|
|
|
|
const res = await fetch('/api/import/customers/parse', {
|
|
method: 'POST',
|
|
body: formData,
|
|
})
|
|
const data = await res.json()
|
|
|
|
if (!res.ok) {
|
|
setError(data.error?.message_sv || data.error?.message || data.error || 'Kunde inte läsa filen')
|
|
return
|
|
}
|
|
|
|
const result = data.data as CustomerImportParseResult
|
|
setParseResult(result)
|
|
|
|
if (result.rows.length === 0) {
|
|
setError('Inga giltiga kundrader hittades. Kontrollera att filen innehåller en namnkolumn.')
|
|
return
|
|
}
|
|
|
|
toast({
|
|
title: 'Fil analyserad',
|
|
description: `${result.rows.length} kunder hittades${result.duplicate_count > 0 ? ` (${result.duplicate_count} matchar befintliga)` : ''}`,
|
|
})
|
|
|
|
setStep(result.detected_columns.confidence < 0.8 ? 'column_mapping' : 'edit')
|
|
} catch (err) {
|
|
setError(err instanceof Error ? err.message : 'Kunde inte läsa filen')
|
|
} finally {
|
|
setIsLoading(false)
|
|
}
|
|
}, [toast])
|
|
|
|
const handleColumnMappingConfirm = useCallback(async (
|
|
mapping: Record<keyof DetectedCustomerColumns, number | null>,
|
|
) => {
|
|
if (!file) return
|
|
setIsLoading(true)
|
|
setError(null)
|
|
|
|
try {
|
|
const overrides: DetectedCustomerColumns = {
|
|
name_col: mapping.name_col ?? 0,
|
|
org_number_col: mapping.org_number_col,
|
|
customer_type_col: mapping.customer_type_col,
|
|
email_col: mapping.email_col,
|
|
phone_col: mapping.phone_col,
|
|
address_line1_col: mapping.address_line1_col,
|
|
address_line2_col: mapping.address_line2_col,
|
|
postal_code_col: mapping.postal_code_col,
|
|
city_col: mapping.city_col,
|
|
country_col: mapping.country_col,
|
|
vat_number_col: mapping.vat_number_col,
|
|
payment_terms_col: mapping.payment_terms_col,
|
|
notes_col: mapping.notes_col,
|
|
confidence: 1,
|
|
}
|
|
|
|
const formData = new FormData()
|
|
formData.append('file', file)
|
|
formData.append('column_overrides', JSON.stringify(overrides))
|
|
|
|
const res = await fetch('/api/import/customers/parse', {
|
|
method: 'POST',
|
|
body: formData,
|
|
})
|
|
const data = await res.json()
|
|
|
|
if (!res.ok) {
|
|
setError(data.error?.message_sv || data.error?.message || 'Kunde inte tolka filen med de valda kolumnerna')
|
|
return
|
|
}
|
|
|
|
setParseResult(data.data)
|
|
setStep('edit')
|
|
} catch (err) {
|
|
setError(err instanceof Error ? err.message : 'Kunde inte läsa filen')
|
|
} finally {
|
|
setIsLoading(false)
|
|
}
|
|
}, [file])
|
|
|
|
const handleExecute = useCallback(async (
|
|
rows: AnnotatedCustomerRow[],
|
|
updateDuplicates: boolean,
|
|
) => {
|
|
setIsLoading(true)
|
|
setError(null)
|
|
|
|
try {
|
|
const res = await fetch('/api/import/customers/execute', {
|
|
method: 'POST',
|
|
headers: { 'Content-Type': 'application/json' },
|
|
body: JSON.stringify({
|
|
rows: rows.map(({ duplicate_match: _dup, is_valid: _v, validation_errors: _ve, ...rest }) => rest),
|
|
update_duplicates: updateDuplicates,
|
|
}),
|
|
})
|
|
const data = await res.json()
|
|
|
|
if (!res.ok) {
|
|
setError(data.error?.message_sv || data.error?.message || 'Importen misslyckades')
|
|
return
|
|
}
|
|
|
|
setExecuteResult(data.data as RegisterResult)
|
|
setStep('result')
|
|
|
|
const r = data.data as RegisterResult
|
|
toast({
|
|
title: r.success ? 'Kunder importerade' : 'Importen slutfördes med fel',
|
|
description: `${r.created} skapade, ${r.updated} uppdaterade, ${r.skipped} hoppade över${r.failed > 0 ? `, ${r.failed} misslyckades` : ''}`,
|
|
variant: r.success ? 'default' : 'destructive',
|
|
})
|
|
} catch (err) {
|
|
setError(err instanceof Error ? err.message : 'Importen misslyckades')
|
|
} finally {
|
|
setIsLoading(false)
|
|
}
|
|
}, [toast])
|
|
|
|
const handleNewImport = () => {
|
|
setStep('upload')
|
|
setFile(null)
|
|
setParseResult(null)
|
|
setExecuteResult(null)
|
|
setError(null)
|
|
}
|
|
|
|
const initialMapping = parseResult
|
|
? columnsToMapping<keyof DetectedCustomerColumns>(parseResult.detected_columns as unknown as { [key: string]: unknown }, CUSTOMER_COLUMN_SPECS)
|
|
: null
|
|
|
|
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}/{steps.length}: {REGISTER_STEP_LABELS[step]}
|
|
</span>
|
|
{steps.map((s, i) => (
|
|
<span
|
|
key={s}
|
|
className={cn(
|
|
'hidden sm:inline',
|
|
i <= currentStepIndex ? 'text-primary font-medium' : 'text-muted-foreground',
|
|
)}
|
|
>
|
|
{REGISTER_STEP_LABELS[s]}
|
|
</span>
|
|
))}
|
|
</div>
|
|
<Progress value={progress} className="h-2" />
|
|
</div>
|
|
</CardContent>
|
|
</Card>
|
|
|
|
{step === 'upload' && (
|
|
<RegisterUploadStep
|
|
entity="customers"
|
|
onFileSelect={handleFileSelect}
|
|
isLoading={isLoading}
|
|
error={error}
|
|
/>
|
|
)}
|
|
|
|
{step === 'column_mapping' && parseResult && initialMapping && (
|
|
<RegisterColumnMappingStep<keyof DetectedCustomerColumns>
|
|
headers={parseResult.headers}
|
|
previewRows={parseResult.preview_rows}
|
|
specs={CUSTOMER_COLUMN_SPECS}
|
|
initial={initialMapping}
|
|
onConfirm={handleColumnMappingConfirm}
|
|
onBack={() => setStep('upload')}
|
|
/>
|
|
)}
|
|
|
|
{step === 'edit' && parseResult && (
|
|
<CustomersEditStep
|
|
rows={parseResult.rows}
|
|
onExecute={handleExecute}
|
|
onBack={() => setStep(needsMapping ? 'column_mapping' : 'upload')}
|
|
isLoading={isLoading}
|
|
error={error}
|
|
/>
|
|
)}
|
|
|
|
{step === 'result' && executeResult && (
|
|
<RegisterResultStep
|
|
entity="customers"
|
|
result={executeResult}
|
|
onNewImport={handleNewImport}
|
|
/>
|
|
)}
|
|
</div>
|
|
)
|
|
}
|
|
|
|
// ============================================================
|
|
// Suppliers Flow (entity = "suppliers" inside CSVDataImportWizard)
|
|
// ============================================================
|
|
|
|
const SUPPLIER_COLUMN_SPECS: RegisterColumnSpec<keyof DetectedSupplierColumns>[] = [
|
|
{ key: 'name_col', label: 'Namn', required: true },
|
|
{ key: 'org_number_col', label: 'Org-/personnummer', required: false },
|
|
{ key: 'supplier_type_col', label: 'Leverantörstyp', required: false },
|
|
{ key: 'email_col', label: 'E-post', required: false },
|
|
{ key: 'phone_col', label: 'Telefon', required: false },
|
|
{ key: 'address_line1_col', label: 'Adress', required: false },
|
|
{ key: 'address_line2_col', label: 'Adress rad 2', required: false },
|
|
{ key: 'postal_code_col', label: 'Postnummer', required: false },
|
|
{ key: 'city_col', label: 'Ort', required: false },
|
|
{ key: 'country_col', label: 'Land', required: false },
|
|
{ key: 'vat_number_col', label: 'VAT-nummer', required: false },
|
|
{ key: 'bankgiro_col', label: 'Bankgiro', required: false },
|
|
{ key: 'plusgiro_col', label: 'Plusgiro', required: false },
|
|
{ key: 'bank_account_col', label: 'Bankkonto', required: false },
|
|
{ key: 'iban_col', label: 'IBAN', required: false },
|
|
{ key: 'bic_col', label: 'BIC/SWIFT', required: false },
|
|
{ key: 'payment_terms_col', label: 'Betalningsvillkor (dagar)', required: false },
|
|
{ key: 'default_currency_col', label: 'Valuta', required: false },
|
|
{ key: 'notes_col', label: 'Anteckning', required: false },
|
|
]
|
|
|
|
function SuppliersFlow() {
|
|
const { toast } = useToast()
|
|
|
|
const [step, setStep] = useState<RegisterStep>('upload')
|
|
const [isLoading, setIsLoading] = useState(false)
|
|
const [error, setError] = useState<string | null>(null)
|
|
const [file, setFile] = useState<File | null>(null)
|
|
const [parseResult, setParseResult] = useState<SupplierImportParseResult | null>(null)
|
|
const [executeResult, setExecuteResult] = useState<RegisterResult | null>(null)
|
|
|
|
const needsMapping = parseResult && parseResult.detected_columns.confidence < 0.8
|
|
const steps: RegisterStep[] = needsMapping
|
|
? ['upload', 'column_mapping', 'edit', 'result']
|
|
: ['upload', 'edit', 'result']
|
|
const currentStepIndex = steps.indexOf(step)
|
|
const progress = ((currentStepIndex + 1) / steps.length) * 100
|
|
|
|
const handleFileSelect = useCallback(async (selectedFile: File) => {
|
|
setError(null)
|
|
setIsLoading(true)
|
|
setFile(selectedFile)
|
|
|
|
try {
|
|
const formData = new FormData()
|
|
formData.append('file', selectedFile)
|
|
|
|
const res = await fetch('/api/import/suppliers/parse', {
|
|
method: 'POST',
|
|
body: formData,
|
|
})
|
|
const data = await res.json()
|
|
|
|
if (!res.ok) {
|
|
setError(data.error?.message_sv || data.error?.message || data.error || 'Kunde inte läsa filen')
|
|
return
|
|
}
|
|
|
|
const result = data.data as SupplierImportParseResult
|
|
setParseResult(result)
|
|
|
|
if (result.rows.length === 0) {
|
|
setError('Inga giltiga leverantörsrader hittades. Kontrollera att filen innehåller en namnkolumn.')
|
|
return
|
|
}
|
|
|
|
toast({
|
|
title: 'Fil analyserad',
|
|
description: `${result.rows.length} leverantörer hittades${result.duplicate_count > 0 ? ` (${result.duplicate_count} matchar befintliga)` : ''}`,
|
|
})
|
|
|
|
setStep(result.detected_columns.confidence < 0.8 ? 'column_mapping' : 'edit')
|
|
} catch (err) {
|
|
setError(err instanceof Error ? err.message : 'Kunde inte läsa filen')
|
|
} finally {
|
|
setIsLoading(false)
|
|
}
|
|
}, [toast])
|
|
|
|
const handleColumnMappingConfirm = useCallback(async (
|
|
mapping: Record<keyof DetectedSupplierColumns, number | null>,
|
|
) => {
|
|
if (!file) return
|
|
setIsLoading(true)
|
|
setError(null)
|
|
|
|
try {
|
|
const overrides: DetectedSupplierColumns = {
|
|
name_col: mapping.name_col ?? 0,
|
|
org_number_col: mapping.org_number_col,
|
|
supplier_type_col: mapping.supplier_type_col,
|
|
email_col: mapping.email_col,
|
|
phone_col: mapping.phone_col,
|
|
address_line1_col: mapping.address_line1_col,
|
|
address_line2_col: mapping.address_line2_col,
|
|
postal_code_col: mapping.postal_code_col,
|
|
city_col: mapping.city_col,
|
|
country_col: mapping.country_col,
|
|
vat_number_col: mapping.vat_number_col,
|
|
bankgiro_col: mapping.bankgiro_col,
|
|
plusgiro_col: mapping.plusgiro_col,
|
|
bank_account_col: mapping.bank_account_col,
|
|
iban_col: mapping.iban_col,
|
|
bic_col: mapping.bic_col,
|
|
payment_terms_col: mapping.payment_terms_col,
|
|
default_currency_col: mapping.default_currency_col,
|
|
notes_col: mapping.notes_col,
|
|
confidence: 1,
|
|
}
|
|
|
|
const formData = new FormData()
|
|
formData.append('file', file)
|
|
formData.append('column_overrides', JSON.stringify(overrides))
|
|
|
|
const res = await fetch('/api/import/suppliers/parse', {
|
|
method: 'POST',
|
|
body: formData,
|
|
})
|
|
const data = await res.json()
|
|
|
|
if (!res.ok) {
|
|
setError(data.error?.message_sv || data.error?.message || 'Kunde inte tolka filen')
|
|
return
|
|
}
|
|
|
|
setParseResult(data.data)
|
|
setStep('edit')
|
|
} catch (err) {
|
|
setError(err instanceof Error ? err.message : 'Kunde inte läsa filen')
|
|
} finally {
|
|
setIsLoading(false)
|
|
}
|
|
}, [file])
|
|
|
|
const handleExecute = useCallback(async (
|
|
rows: AnnotatedSupplierRow[],
|
|
updateDuplicates: boolean,
|
|
) => {
|
|
setIsLoading(true)
|
|
setError(null)
|
|
|
|
try {
|
|
const res = await fetch('/api/import/suppliers/execute', {
|
|
method: 'POST',
|
|
headers: { 'Content-Type': 'application/json' },
|
|
body: JSON.stringify({
|
|
rows: rows.map(({ duplicate_match: _dup, is_valid: _v, validation_errors: _ve, ...rest }) => rest),
|
|
update_duplicates: updateDuplicates,
|
|
}),
|
|
})
|
|
const data = await res.json()
|
|
|
|
if (!res.ok) {
|
|
setError(data.error?.message_sv || data.error?.message || 'Importen misslyckades')
|
|
return
|
|
}
|
|
|
|
setExecuteResult(data.data as RegisterResult)
|
|
setStep('result')
|
|
|
|
const r = data.data as RegisterResult
|
|
toast({
|
|
title: r.success ? 'Leverantörer importerade' : 'Importen slutfördes med fel',
|
|
description: `${r.created} skapade, ${r.updated} uppdaterade, ${r.skipped} hoppade över${r.failed > 0 ? `, ${r.failed} misslyckades` : ''}`,
|
|
variant: r.success ? 'default' : 'destructive',
|
|
})
|
|
} catch (err) {
|
|
setError(err instanceof Error ? err.message : 'Importen misslyckades')
|
|
} finally {
|
|
setIsLoading(false)
|
|
}
|
|
}, [toast])
|
|
|
|
const handleNewImport = () => {
|
|
setStep('upload')
|
|
setFile(null)
|
|
setParseResult(null)
|
|
setExecuteResult(null)
|
|
setError(null)
|
|
}
|
|
|
|
const initialMapping = parseResult
|
|
? columnsToMapping<keyof DetectedSupplierColumns>(parseResult.detected_columns as unknown as { [key: string]: unknown }, SUPPLIER_COLUMN_SPECS)
|
|
: null
|
|
|
|
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}/{steps.length}: {REGISTER_STEP_LABELS[step]}
|
|
</span>
|
|
{steps.map((s, i) => (
|
|
<span
|
|
key={s}
|
|
className={cn(
|
|
'hidden sm:inline',
|
|
i <= currentStepIndex ? 'text-primary font-medium' : 'text-muted-foreground',
|
|
)}
|
|
>
|
|
{REGISTER_STEP_LABELS[s]}
|
|
</span>
|
|
))}
|
|
</div>
|
|
<Progress value={progress} className="h-2" />
|
|
</div>
|
|
</CardContent>
|
|
</Card>
|
|
|
|
{step === 'upload' && (
|
|
<RegisterUploadStep
|
|
entity="suppliers"
|
|
onFileSelect={handleFileSelect}
|
|
isLoading={isLoading}
|
|
error={error}
|
|
/>
|
|
)}
|
|
|
|
{step === 'column_mapping' && parseResult && initialMapping && (
|
|
<RegisterColumnMappingStep<keyof DetectedSupplierColumns>
|
|
headers={parseResult.headers}
|
|
previewRows={parseResult.preview_rows}
|
|
specs={SUPPLIER_COLUMN_SPECS}
|
|
initial={initialMapping}
|
|
onConfirm={handleColumnMappingConfirm}
|
|
onBack={() => setStep('upload')}
|
|
/>
|
|
)}
|
|
|
|
{step === 'edit' && parseResult && (
|
|
<SuppliersEditStep
|
|
rows={parseResult.rows}
|
|
onExecute={handleExecute}
|
|
onBack={() => setStep(needsMapping ? 'column_mapping' : 'upload')}
|
|
isLoading={isLoading}
|
|
error={error}
|
|
/>
|
|
)}
|
|
|
|
{step === 'result' && executeResult && (
|
|
<RegisterResultStep
|
|
entity="suppliers"
|
|
result={executeResult}
|
|
onNewImport={handleNewImport}
|
|
/>
|
|
)}
|
|
</div>
|
|
)
|
|
}
|
|
|
|
// ============================================================
|
|
// CSV/Excel Data Import Wizard — entity selector + sub-flow
|
|
// ============================================================
|
|
|
|
type CSVDataEntity = 'opening_balance' | 'customers' | 'suppliers'
|
|
|
|
const ENTITY_OPTIONS: { value: CSVDataEntity; label: string }[] = [
|
|
{ value: 'opening_balance', label: 'Ingående balanser' },
|
|
{ value: 'customers', label: 'Kunder' },
|
|
{ value: 'suppliers', label: 'Leverantörer' },
|
|
]
|
|
|
|
function CSVDataImportWizard() {
|
|
const [entity, setEntity] = useState<CSVDataEntity | null>('opening_balance')
|
|
|
|
return (
|
|
<div className="space-y-6">
|
|
<div className="flex flex-wrap gap-3">
|
|
{ENTITY_OPTIONS.map((opt) => {
|
|
const selected = entity === opt.value
|
|
return (
|
|
<div key={opt.value} className="relative">
|
|
{selected && (
|
|
<svg
|
|
aria-hidden
|
|
className="pointer-events-none absolute -inset-[3px] h-[calc(100%+6px)] w-[calc(100%+6px)] overflow-visible"
|
|
>
|
|
<motion.rect
|
|
x="1"
|
|
y="1"
|
|
width="calc(100% - 2px)"
|
|
height="calc(100% - 2px)"
|
|
rx="8"
|
|
ry="8"
|
|
fill="none"
|
|
stroke="currentColor"
|
|
strokeWidth="1.25"
|
|
strokeDasharray="3 4"
|
|
className="text-foreground/45"
|
|
animate={{ strokeDashoffset: [0, -14] }}
|
|
transition={{ duration: 1.2, repeat: Infinity, ease: 'linear' }}
|
|
/>
|
|
</svg>
|
|
)}
|
|
<button
|
|
type="button"
|
|
onClick={() => setEntity(opt.value)}
|
|
aria-pressed={selected}
|
|
className={cn(
|
|
'relative h-9 rounded-md border px-4 text-sm font-medium transition-colors',
|
|
selected
|
|
? 'border-foreground bg-foreground text-background'
|
|
: 'border-border bg-card text-foreground hover:border-foreground/30 hover:bg-muted',
|
|
)}
|
|
>
|
|
{opt.label}
|
|
</button>
|
|
</div>
|
|
)
|
|
})}
|
|
</div>
|
|
|
|
{entity === 'opening_balance' && <OpeningBalanceFlow key="ob-flow" />}
|
|
{entity === 'customers' && <CustomersFlow key="cust-flow" />}
|
|
{entity === 'suppliers' && <SuppliersFlow key="supp-flow" />}
|
|
</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' | 'csv_data' | 'migration'
|
|
|
|
export default function ImportPage() {
|
|
const { company } = useCompany()
|
|
const [mode, setMode] = useState<ImportMode>(null)
|
|
const [view, setView] = useState<'import' | 'export'>('import')
|
|
const [userId, setUserId] = useState('')
|
|
const [isSandbox, setIsSandbox] = useState(false)
|
|
const [exportPeriodId, setExportPeriodId] = useState<string | null>(null)
|
|
const [exportExcludeClosing, setExportExcludeClosing] = useState(true)
|
|
const t = useTranslations('import')
|
|
const router = useRouter()
|
|
const hasCloudBackup = ENABLED_EXTENSION_IDS.has('cloud-backup')
|
|
|
|
// 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 + view 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', 'csv_data', 'migration'].includes(modeParam)) {
|
|
setMode(modeParam as ImportMode)
|
|
}
|
|
}
|
|
const viewParam = searchParams.get('view')
|
|
if (viewParam === 'export' || viewParam === 'import') {
|
|
setView(viewParam)
|
|
}
|
|
}, [isSandbox, searchParams])
|
|
|
|
// Hash-based deep links (#cloud-backup, #sie-export) → switch to export tab and scroll
|
|
useEffect(() => {
|
|
if (typeof window === 'undefined') return
|
|
const hash = window.location.hash
|
|
if (hash === '#cloud-backup' || hash === '#sie-export') {
|
|
setView('export')
|
|
setTimeout(() => {
|
|
document.querySelector(hash)?.scrollIntoView({ block: 'start', behavior: 'smooth' })
|
|
}, 50)
|
|
}
|
|
}, [])
|
|
|
|
const handleViewChange = (next: string) => {
|
|
if (next !== 'import' && next !== 'export') return
|
|
setView(next)
|
|
const params = new URLSearchParams(searchParams.toString())
|
|
if (next === 'export') params.set('view', 'export')
|
|
else params.delete('view')
|
|
const qs = params.toString()
|
|
router.replace(qs ? `/import?${qs}` : '/import', { scroll: false })
|
|
}
|
|
// 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">
|
|
{view === 'export' ? t('export_title') : t('title')}
|
|
</h1>
|
|
<p className="text-muted-foreground">
|
|
{view === 'export' ? t('export_subtitle') : t('subtitle')}
|
|
</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">
|
|
{t('sandbox_disabled')}
|
|
</p>
|
|
</div>
|
|
)}
|
|
|
|
<Tabs value={view} onValueChange={handleViewChange}>
|
|
<TabsList className="grid w-full max-w-xs grid-cols-2">
|
|
<TabsTrigger value="import">{t('tab_import')}</TabsTrigger>
|
|
<TabsTrigger value="export">{t('tab_export')}</TabsTrigger>
|
|
</TabsList>
|
|
|
|
<TabsContent value="import" className="mt-6">
|
|
<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">{t('psd2_title')}</h3>
|
|
<span className="text-[11px] font-medium text-success bg-success/10 px-2 py-0.5 rounded-full leading-none">
|
|
{t('psd2_recommended')}
|
|
</span>
|
|
</div>
|
|
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed max-w-lg">
|
|
{t('psd2_description')}
|
|
</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">{t('migration_title')}</h3>
|
|
<p className="text-sm mt-1.5 leading-relaxed max-w-lg underline decoration-foreground/20 underline-offset-2 text-muted-foreground">
|
|
{t('migration_description')}
|
|
</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">{t('bankfile_title')}</h3>
|
|
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed max-w-lg">
|
|
{t('bankfile_description')}
|
|
</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. CSV/Excel-data (ingående balanser, kunder, leverantörer) */}
|
|
<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('csv_data') }}
|
|
onKeyDown={(e) => { if (!isSandbox && (e.key === 'Enter' || e.key === ' ')) { e.preventDefault(); setMode('csv_data') } }}
|
|
>
|
|
<div className="flex h-9 w-9 shrink-0 items-center justify-center rounded-md bg-foreground/[0.06]">
|
|
<FileSpreadsheet className="h-[18px] w-[18px] text-foreground/60" />
|
|
</div>
|
|
<div className="flex-1 min-w-0">
|
|
<h3 className="text-[15px] font-semibold leading-tight">{t('csv_data_title')}</h3>
|
|
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed max-w-lg">
|
|
{t('csv_data_description')}
|
|
</p>
|
|
<div className="flex flex-wrap gap-1.5 mt-2.5">
|
|
{[
|
|
{ key: 'XLSX', label: 'XLSX' },
|
|
{ key: 'CSV', label: 'CSV' },
|
|
{ key: 'opening_balances', label: t('csv_chip_opening_balances') },
|
|
{ key: 'customers', label: t('csv_chip_customers') },
|
|
{ key: 'suppliers', label: t('csv_chip_suppliers') },
|
|
].map(chip => (
|
|
<span key={chip.key} className="text-[11px] text-muted-foreground/80 bg-muted/80 px-1.5 py-0.5 rounded leading-none">
|
|
{chip.label}
|
|
</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">{t('sie_title')}</h3>
|
|
<p className="text-sm text-muted-foreground mt-1.5 leading-relaxed max-w-lg">
|
|
{t('sie_description')}
|
|
</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>
|
|
</TabsContent>
|
|
|
|
<TabsContent value="export" className="mt-6">
|
|
<div className="space-y-4">
|
|
{/* SIE-export */}
|
|
<div id="sie-export" className="scroll-mt-24 rounded-lg border border-border bg-card p-6">
|
|
<div className="grid gap-6 md:grid-cols-[minmax(0,1fr)_minmax(0,1.5fr)]">
|
|
{/* Identity */}
|
|
<div className="flex items-start gap-3">
|
|
<div className="flex h-9 w-9 shrink-0 items-center justify-center rounded-md bg-foreground/[0.06]">
|
|
<FileSpreadsheet className="h-[18px] w-[18px] text-foreground/60" />
|
|
</div>
|
|
<div className="flex-1 min-w-0">
|
|
<h3 className="text-[15px] font-semibold leading-tight">{t('export_sie_title')}</h3>
|
|
<p className="text-sm text-muted-foreground mt-1 leading-relaxed">
|
|
{t('export_sie_description')}
|
|
</p>
|
|
</div>
|
|
</div>
|
|
|
|
{/* Controls */}
|
|
<div className="space-y-4">
|
|
<FiscalYearSelector
|
|
value={exportPeriodId}
|
|
onChange={setExportPeriodId}
|
|
includeAllOption={false}
|
|
hideFuturePeriods
|
|
label={t('export_sie_period_label')}
|
|
/>
|
|
<label className="flex items-start gap-2 text-sm text-muted-foreground cursor-pointer">
|
|
<input
|
|
type="checkbox"
|
|
className="mt-0.5 h-4 w-4 rounded border-border"
|
|
checked={exportExcludeClosing}
|
|
onChange={(e) => setExportExcludeClosing(e.target.checked)}
|
|
/>
|
|
<span>{t('export_sie_exclude_closing_label')}</span>
|
|
</label>
|
|
<Button
|
|
onClick={() => {
|
|
if (exportPeriodId) {
|
|
const params = new URLSearchParams({ period_id: exportPeriodId })
|
|
if (exportExcludeClosing) params.set('exclude_closing', 'true')
|
|
window.open(`/api/reports/sie-export?${params.toString()}`, '_blank')
|
|
}
|
|
}}
|
|
disabled={!exportPeriodId || isSandbox}
|
|
className="w-full sm:w-auto"
|
|
>
|
|
<Download className="mr-2 h-4 w-4" />
|
|
{t('export_sie_button')}
|
|
</Button>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
{/* Molnsynkronisering (Google Drive) */}
|
|
{hasCloudBackup && (
|
|
<div id="cloud-backup" className="scroll-mt-24">
|
|
<CloudBackupCard />
|
|
</div>
|
|
)}
|
|
</div>
|
|
</TabsContent>
|
|
</Tabs>
|
|
</>
|
|
)}
|
|
|
|
{mode !== null && (
|
|
<Button variant="ghost" size="sm" onClick={() => setMode(null)}>
|
|
<ArrowLeft className="mr-2 h-4 w-4" />
|
|
{t('back_to_choices')}
|
|
</Button>
|
|
)}
|
|
|
|
{mode === 'psd2' && <PSD2ConnectWizard />}
|
|
{mode === 'bank' && <BankFileImportWizard />}
|
|
{mode === 'sie' && <SIEImportWizard />}
|
|
{mode === 'csv_data' && <CSVDataImportWizard />}
|
|
{mode === 'migration' && <MigrationWizard userId={userId} />}
|
|
</div>
|
|
)
|
|
}
|