fix(arcim): allow Fortnox re-sync to replace prior SIE import per fiscal year (#512)

* fix(arcim): allow Fortnox re-sync to replace prior SIE import per fiscal year

A user reported a sync failure when retrying Fortnox after adding more
verifications:

  Import failed: Failed to create pending import record:
  duplicate key value violates unique constraint
  "sie_imports_company_id_file_hash_active_idx"

Root cause: Fortnox embeds the export-time #GEN date in every SIE export,
so the file hash always differs between syncs. The wizard's hash-based
duplicate detection treated each sync as a brand new file, but the engine
still rejected the insert because the per-period import slot was held by
the prior 'completed' row.

This change reframes Fortnox re-sync as a replace operation rather than a
fresh import:

- New executeSIEImport option `onExistingPeriod: 'block' | 'replace'`.
  Manual SIE upload at /api/import/sie keeps default 'block' (current
  behavior, no regression). The Fortnox /import-sie endpoint passes
  'replace', which runs replaceSIEImport on any overlapping completed
  import before insert. Imported journal entries from the prior import are
  cancelled per BFL 5 kap 5§; user-created entries (manual, transaction,
  invoice) are untouched.

- /sie-data switches from hash-based to period-based duplicate detection
  and returns previousImport metadata per fiscal year.

- Wizard drops the alreadyImported skip filter, surfaces an amber callout
  in the confirm dialog listing fiscal years that will be replaced, and
  shows "ersatte N tidigare importerade verifikationer" per year.

- createPendingImportRecord translates 23505 partial-index violations to
  a clear Swedish recovery message instead of leaking the raw constraint
  name.

- cleanupStaleImportRecords drops the 1-hour age gate and also cleans
  status='mapped' orphans. SIE imports are single-flight per company so
  the gate just made legitimate retries fail.

- After replace, the fiscal_periods row's opening_balances_set and
  opening_balance_entry_id are cleared (only when they pointed at the
  cancelled prior IB entry), so the new IB import isn't skipped.

Schema-drift migration captures the partial unique index
sie_imports_company_id_file_hash_active_idx that already exists in
production (added out-of-band) and drops the now-superseded plain
sie_imports_company_id_file_hash_key constraint. Both statements are
idempotent — verified no-op against production.

Tests: new pg-real test covers the partial index admit-replaced
semantics, source_type='import'-only cancellation in replace_sie_import,
and the post-replace insert path.

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

* fix(arcim): address PR review — restore 5-min cleanup gate, fix test source_type

Greptile P2: `cleanupStaleImportRecords` was deleting `pending` rows
unconditionally, which could wipe a concurrent in-flight import in
another tab/session. Restored a 5-minute age gate (long enough for any
normal interactive import, short enough that legitimate retries after
a crash still succeed). Also dropped `mapped` from the cleanup — it is
defined in SIEImportStatus but no code path writes it, so including it
was both unnecessary and added the concurrent-session risk Greptile
flagged.

pg-real test: insertPostedEntry used `source_type='transaction'` which
is not a valid value per the journal_entries_source_type_check
constraint (migration 20260516060000). Switched to `'bank_transaction'`
— the actual source_type emitted when a user categorizes a bank
transaction in gnubok.

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

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Jakob Wennberg
2026-05-17 16:25:43 +02:00
committed by GitHub
parent f98ffee145
commit 831920fede
6 changed files with 527 additions and 96 deletions
@@ -28,6 +28,7 @@ import {
ExternalLink,
Info,
RotateCcw,
RefreshCw,
AlertTriangle,
ChevronDown,
ChevronRight,
@@ -135,8 +136,17 @@ interface PreviewData {
interface SIEFileStatus {
fiscalYear: number
// Legacy field for older builds — read previousImport instead.
alreadyImported: boolean
importedAt: string | null
// New (period-based) detection. When present, this fiscal year already has a
// completed import in gnubok and a re-sync will replace it (cancelling the
// imported journal entries; user-created entries are untouched).
previousImport: {
importedAt: string | null
fiscalYearStart: string | null
fiscalYearEnd: string | null
} | null
}
interface SIEData {
@@ -147,6 +157,7 @@ interface SIEData {
fileStatuses: SIEFileStatus[]
allImported: boolean
newFileCount: number
replacedFileCount?: number
basAccounts: BASAccount[]
}
@@ -776,8 +787,11 @@ function OptionsStep({
}
const fileStatuses = sieData?.fileStatuses ?? []
const allSieImported = sieData?.allImported ?? false
const newFileCount = sieData?.newFileCount ?? 0
const replacedFileCount = fileStatuses.filter(fs => fs.previousImport).length
const yearsToReplace = fileStatuses
.filter(fs => fs.previousImport)
.map(fs => fs.fiscalYear)
const selectedItems: string[] = []
if (options.importCompanyInfo) selectedItems.push('Företagsinformation')
@@ -810,26 +824,31 @@ function OptionsStep({
<OptionRow
icon={<Database className="h-4 w-4" />}
label="Bokföringsdata (SIE)"
description={allSieImported
? 'All bokföringsdata är redan importerad — inga ändringar'
: newFileCount > 0
? `${newFileCount} ny(a) räkenskapsår att importera`
: 'Kontoplan, ingående balanser och verifikationer'
description={
replacedFileCount > 0 && newFileCount > 0
? `${newFileCount} nya och ${replacedFileCount} uppdaterade räkenskapsår`
: replacedFileCount > 0
? `${replacedFileCount} räkenskapsår med uppdaterad data — tidigare import ersätts`
: newFileCount > 0
? `${newFileCount} ny(a) räkenskapsår att importera`
: 'Kontoplan, ingående balanser och verifikationer'
}
checked={options.importSIEData && !allSieImported}
onChange={() => !allSieImported && toggleOption('importSIEData')}
disabled={allSieImported}
checked={options.importSIEData}
onChange={() => toggleOption('importSIEData')}
/>
{/* Per-file import status */}
{fileStatuses.length > 0 && (
<div className="ml-4 space-y-1.5">
{fileStatuses.map((fs) => (
<div key={fs.fiscalYear} className="flex items-center gap-2 text-xs">
{fs.alreadyImported ? (
{fs.previousImport ? (
<>
<CheckCircle className="h-3.5 w-3.5 text-emerald-500" />
<RefreshCw className="h-3.5 w-3.5 text-amber-500" />
<span className="text-muted-foreground">
Räkenskapsår {fs.fiscalYear} importerad {fs.importedAt ? new Date(fs.importedAt).toLocaleDateString('sv-SE') : ''}
Räkenskapsår {fs.fiscalYear} ersätter tidigare import
{fs.previousImport.importedAt
? ` från ${new Date(fs.previousImport.importedAt).toLocaleDateString('sv-SE')}`
: ''}
</span>
</>
) : (
@@ -842,7 +861,7 @@ function OptionsStep({
))}
</div>
)}
{options.importSIEData && !allSieImported && (
{options.importSIEData && (
<div className="flex items-center gap-3 rounded-lg border border-border p-3 ml-4">
<div className="text-muted-foreground">
<FileText className="h-4 w-4" />
@@ -918,16 +937,38 @@ function OptionsStep({
warningText={`Bokföringsdata, kunder, leverantörer och fakturor importeras till ${branding.appName.toLowerCase()}. Se till att ingen annan import pågår.`}
confirmLabel="Starta migrering"
>
<div className="space-y-2">
<p className="text-sm font-medium">Följande importeras:</p>
<ul className="space-y-1">
{selectedItems.map((item) => (
<li key={item} className="flex items-center gap-2 text-sm text-muted-foreground">
<CheckCircle className="h-3.5 w-3.5 text-primary" />
{item}
</li>
))}
</ul>
<div className="space-y-3">
<div className="space-y-2">
<p className="text-sm font-medium">Följande importeras:</p>
<ul className="space-y-1">
{selectedItems.map((item) => (
<li key={item} className="flex items-center gap-2 text-sm text-muted-foreground">
<CheckCircle className="h-3.5 w-3.5 text-primary" />
{item}
</li>
))}
</ul>
</div>
{options.importSIEData && yearsToReplace.length > 0 && (
<div className="rounded-md border border-amber-500/30 bg-amber-50/50 p-3 dark:bg-amber-950/20">
<div className="flex items-start gap-2">
<RefreshCw className="mt-0.5 h-4 w-4 shrink-0 text-amber-600" />
<div className="space-y-1">
<p className="text-sm font-medium">
{yearsToReplace.length === 1
? `Räkenskapsår ${yearsToReplace[0]} ersätts`
: `Räkenskapsår ${yearsToReplace.join(', ')} ersätts`}
</p>
<p className="text-xs text-muted-foreground">
Tidigare importerade verifikationer markeras som annullerade och ersätts av
uppdaterad data från källsystemet. Verifikationer som du själv skapat i {branding.appName.toLowerCase()}
(kategoriserade banktransaktioner, fakturor m.m.) påverkas inte.
</p>
</div>
</div>
</div>
)}
</div>
</ConfirmationDialog>
</div>
@@ -1061,6 +1102,11 @@ function FiscalYearResult({ result, index }: { result: ImportResult; index: numb
{' · '}{d.skippedVouchers.total} hoppade över
</span>
)}
{result.replacedPriorImport && result.replacedPriorImport.cancelledEntries > 0 && (
<span>
{' · '}ersatte {result.replacedPriorImport.cancelledEntries.toLocaleString('sv-SE')} tidigare importerade verifikationer
</span>
)}
</p>
</div>
{expanded
@@ -1823,43 +1869,43 @@ export default function ArcimMigrationWorkspace(_props: WorkspaceComponentProps)
setMigrationProgress(10)
setSieImportResults([])
// Only import files that haven't been imported yet
const filesToImport = sieData.rawContent
.map((content, i) => ({ content, status: sieData.fileStatuses?.[i] }))
.filter(f => !f.status?.alreadyImported)
// Send every file to the engine. The Fortnox endpoint runs in
// replace-mode, so a year that already has a completed import
// gets its prior import marked 'replaced' (imported entries
// cancelled, user-created entries untouched) before the new
// SIE is loaded. The per-file result reports replacedPriorImport.
const filesToImport = sieData.rawContent.map((content, i) => ({
content,
status: sieData.fileStatuses?.[i],
}))
if (filesToImport.length === 0) {
// All files already imported — skip SIE phase
setSieImportResults([])
} else {
for (let i = 0; i < filesToImport.length; i++) {
const progress = 10 + Math.round((i / filesToImport.length) * 40)
setMigrationProgress(progress)
setMigrationStep(`Importerar bokföringsdata (SIE) — fil ${i + 1} av ${filesToImport.length}...`)
for (let i = 0; i < filesToImport.length; i++) {
const progress = 10 + Math.round((i / filesToImport.length) * 40)
setMigrationProgress(progress)
setMigrationStep(`Importerar bokföringsdata (SIE) — fil ${i + 1} av ${filesToImport.length}...`)
const res = await fetch('/api/extensions/ext/arcim-migration/import-sie', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
rawContent: filesToImport[i].content,
mappings: sieData.mappings,
options: {
createFiscalPeriod: true,
importOpeningBalances: true,
importTransactions: true,
voucherSeries: migrationOptions.voucherSeries,
},
}),
})
const res = await fetch('/api/extensions/ext/arcim-migration/import-sie', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({
rawContent: filesToImport[i].content,
mappings: sieData.mappings,
options: {
createFiscalPeriod: true,
importOpeningBalances: true,
importTransactions: true,
voucherSeries: migrationOptions.voucherSeries,
},
}),
})
if (!res.ok) {
const data = await res.json().catch(() => ({}))
throw new Error(data.error || `SIE import HTTP ${res.status}`)
}
const result = await res.json() as ImportResult
setSieImportResults(prev => [...prev, result])
if (!res.ok) {
const data = await res.json().catch(() => ({}))
throw new Error(data.error || `SIE import HTTP ${res.status}`)
}
const result = await res.json() as ImportResult
setSieImportResults(prev => [...prev, result])
}
}
+58 -19
View File
@@ -17,7 +17,7 @@ import { mapCompanyInfo } from './lib/entity-mapper'
import { executeMigration } from './lib/migration-orchestrator'
import type { ArcimProvider } from './types'
import { ARCIM_PROVIDERS } from './types'
import { parseSIEFile, validateSIEFile, calculateFileHash } from '@/lib/import/sie-parser'
import { parseSIEFile, validateSIEFile } from '@/lib/import/sie-parser'
import { suggestMappings, getMappingStats, isSystemAccount } from '@/lib/import/account-mapper'
import { loadMappings, generateImportPreview, executeSIEImport, saveMappings } from '@/lib/import/sie-import'
import { BAS_REFERENCE, getBASReference } from '@/lib/bookkeeping/bas-reference'
@@ -724,28 +724,57 @@ export const arcimMigrationExtension: Extension = {
const preview = generateImportPreview(parsed, mappings)
// Check each file's hash against existing imports
const fileStatuses: { fiscalYear: number; rawContent: string; alreadyImported: boolean; importedAt: string | null }[] = []
// Detect prior imports by *fiscal period overlap*, not file hash.
// Fortnox embeds the export-time #GEN date in every SIE export so
// the hash always changes between syncs; only the period stays
// stable. A re-sync replaces the prior import for the same period.
const fileStatuses: {
fiscalYear: number
rawContent: string
previousImport: {
importedAt: string | null
fiscalYearStart: string | null
fiscalYearEnd: string | null
} | null
}[] = []
for (const file of sieFiles) {
const fileHash = await calculateFileHash(file.rawContent)
const { data: existingImport } = await supabase
.from('sie_imports')
.select('imported_at')
.eq('company_id', companyId)
.eq('file_hash', fileHash)
.eq('status', 'completed')
.maybeSingle()
const fileParsed = parseSIEFile(file.rawContent)
const fyStart = fileParsed.stats.fiscalYearStart
const fyEnd = fileParsed.stats.fiscalYearEnd
let priorImport: {
imported_at: string | null
fiscal_year_start: string | null
fiscal_year_end: string | null
} | null = null
if (fyStart && fyEnd) {
const { data } = await supabase
.from('sie_imports')
.select('imported_at, fiscal_year_start, fiscal_year_end')
.eq('company_id', companyId)
.eq('status', 'completed')
.lte('fiscal_year_start', fyEnd)
.gte('fiscal_year_end', fyStart)
.limit(1)
.maybeSingle()
priorImport = data
}
fileStatuses.push({
fiscalYear: file.fiscalYear,
rawContent: file.rawContent,
alreadyImported: !!existingImport,
importedAt: existingImport?.imported_at ?? null,
previousImport: priorImport
? {
importedAt: priorImport.imported_at,
fiscalYearStart: priorImport.fiscal_year_start,
fiscalYearEnd: priorImport.fiscal_year_end,
}
: null,
})
}
const allImported = fileStatuses.every(f => f.alreadyImported)
const newFiles = fileStatuses.filter(f => !f.alreadyImported)
const replacedFileCount = fileStatuses.filter(f => f.previousImport).length
return NextResponse.json({
parsed,
@@ -756,11 +785,15 @@ export const arcimMigrationExtension: Extension = {
rawContent: fileStatuses.map(f => f.rawContent),
fileStatuses: fileStatuses.map(f => ({
fiscalYear: f.fiscalYear,
alreadyImported: f.alreadyImported,
importedAt: f.importedAt,
previousImport: f.previousImport,
// Back-compat for older wizard builds: an `alreadyImported`
// boolean. The new wizard reads `previousImport` directly.
alreadyImported: !!f.previousImport,
importedAt: f.previousImport?.importedAt ?? null,
})),
allImported,
newFileCount: newFiles.length,
allImported: false,
newFileCount: fileStatuses.length - replacedFileCount,
replacedFileCount,
basAccounts: BAS_REFERENCE,
})
} catch (error) {
@@ -917,6 +950,12 @@ export const arcimMigrationExtension: Extension = {
importOpeningBalances: options.importOpeningBalances,
importTransactions: options.importTransactions,
voucherSeries: options.voucherSeries,
// Fortnox re-sync semantics: a prior completed import for the
// same fiscal year is automatically replaced (its imported
// entries are cancelled) so the user can pull updated data
// without manual cleanup. Manual SIE upload keeps default
// 'block' behavior.
onExistingPeriod: 'replace',
})
log.info('SIE import completed:', {
@@ -0,0 +1,212 @@
import { randomUUID } from 'node:crypto'
import { describe, expect, it } from 'vitest'
import { getPool } from '@/tests/pg/setup'
import { seedCompany } from '@/tests/pg/fixtures'
// Covers the Fortnox re-sync flow:
// 1. The partial unique index `sie_imports_company_id_file_hash_active_idx`
// (added in migration 20260517150000) blocks duplicate (company_id,
// file_hash) rows for active statuses but allows them once a prior row
// is marked 'replaced' or 'failed'.
// 2. The replace_sie_import RPC cancels journal entries with
// source_type='import' while leaving user-created entries
// (source_type='manual', 'bank_transaction', etc.) intact.
async function insertSIEImport(params: {
companyId: string
userId: string
fileHash: string
status: 'pending' | 'mapped' | 'completed' | 'failed' | 'replaced'
fiscalPeriodId?: string
openingBalanceEntryId?: string
fiscalYearStart?: string
fiscalYearEnd?: string
}): Promise<string> {
const id = randomUUID()
await getPool().query(
`INSERT INTO public.sie_imports
(id, user_id, company_id, filename, file_hash, sie_type,
fiscal_year_start, fiscal_year_end, accounts_count, transactions_count,
status, fiscal_period_id, opening_balance_entry_id, imported_at)
VALUES ($1, $2, $3, 'fortnox-export.se', $4, 4,
$5, $6, 0, 0,
$7, $8, $9, $10)`,
[
id,
params.userId,
params.companyId,
params.fileHash,
params.fiscalYearStart ?? '2026-01-01',
params.fiscalYearEnd ?? '2026-12-31',
params.status,
params.fiscalPeriodId ?? null,
params.openingBalanceEntryId ?? null,
params.status === 'completed' ? new Date().toISOString() : null,
],
)
return id
}
async function insertPostedEntry(params: {
userId: string
companyId: string
fiscalPeriodId: string
sourceType: 'import' | 'manual' | 'bank_transaction'
voucherNumber: number
entryDate?: string
}): Promise<string> {
const id = randomUUID()
await getPool().query(
`INSERT INTO public.journal_entries
(id, user_id, company_id, fiscal_period_id, voucher_number, voucher_series,
entry_date, description, source_type, status)
VALUES ($1, $2, $3, $4, $5, 'A', $6, 'Test entry', $7, 'posted')`,
[
id,
params.userId,
params.companyId,
params.fiscalPeriodId,
params.voucherNumber,
params.entryDate ?? '2026-06-01',
params.sourceType,
],
)
await getPool().query(
`INSERT INTO public.journal_entry_lines
(journal_entry_id, account_number, debit_amount, credit_amount)
VALUES ($1, '1930', 100, 0),
($1, '3001', 0, 100)`,
[id],
)
return id
}
describe('sie_imports: partial unique index + replace flow', () => {
it('blocks a second active row with the same (company_id, file_hash)', async () => {
const { companyId, userId, fiscalPeriodId } = await seedCompany()
const hash = `hash-${randomUUID()}`
await insertSIEImport({
companyId,
userId,
fileHash: hash,
status: 'completed',
fiscalPeriodId,
})
await expect(
insertSIEImport({
companyId,
userId,
fileHash: hash,
status: 'pending',
fiscalPeriodId,
}),
).rejects.toThrow(/sie_imports_company_id_file_hash_active_idx/)
})
it('allows a new pending row with the same hash once the prior row is replaced', async () => {
const { companyId, userId, fiscalPeriodId } = await seedCompany()
const hash = `hash-${randomUUID()}`
const priorId = await insertSIEImport({
companyId,
userId,
fileHash: hash,
status: 'completed',
fiscalPeriodId,
})
// Mark the prior row as replaced (simulating what replace_sie_import does)
await getPool().query(
`UPDATE public.sie_imports SET status = 'replaced', replaced_at = now() WHERE id = $1`,
[priorId],
)
// A new pending row with the same hash now succeeds
const newId = await insertSIEImport({
companyId,
userId,
fileHash: hash,
status: 'pending',
fiscalPeriodId,
})
expect(newId).toBeTruthy()
})
it('replace_sie_import cancels source_type=import entries and leaves manual/bank_transaction entries posted', async () => {
const { companyId, userId, fiscalPeriodId } = await seedCompany()
const obEntry = await insertPostedEntry({
userId,
companyId,
fiscalPeriodId,
sourceType: 'import',
voucherNumber: 1,
})
const importEntry1 = await insertPostedEntry({
userId,
companyId,
fiscalPeriodId,
sourceType: 'import',
voucherNumber: 2,
})
const importEntry2 = await insertPostedEntry({
userId,
companyId,
fiscalPeriodId,
sourceType: 'import',
voucherNumber: 3,
})
const manualEntry = await insertPostedEntry({
userId,
companyId,
fiscalPeriodId,
sourceType: 'manual',
voucherNumber: 4,
})
const txnEntry = await insertPostedEntry({
userId,
companyId,
fiscalPeriodId,
sourceType: 'bank_transaction',
voucherNumber: 5,
})
const importId = await insertSIEImport({
companyId,
userId,
fileHash: `hash-${randomUUID()}`,
status: 'completed',
fiscalPeriodId,
openingBalanceEntryId: obEntry,
})
const { rows } = await getPool().query<{ replace_sie_import: number }>(
`SELECT public.replace_sie_import($1::uuid, $2::uuid) AS replace_sie_import`,
[companyId, importId],
)
const cancelled = rows[0]!.replace_sie_import
// OB entry + 2 import entries = 3 cancelled. Manual & transaction stay posted.
expect(cancelled).toBe(3)
const statuses = await getPool().query<{ id: string; status: string }>(
`SELECT id, status FROM public.journal_entries WHERE id = ANY($1)`,
[[obEntry, importEntry1, importEntry2, manualEntry, txnEntry]],
)
const statusById = Object.fromEntries(statuses.rows.map(r => [r.id, r.status]))
expect(statusById[obEntry]).toBe('cancelled')
expect(statusById[importEntry1]).toBe('cancelled')
expect(statusById[importEntry2]).toBe('cancelled')
expect(statusById[manualEntry]).toBe('posted')
expect(statusById[txnEntry]).toBe('posted')
const importRow = await getPool().query<{ status: string; replaced_at: string | null }>(
`SELECT status, replaced_at FROM public.sie_imports WHERE id = $1`,
[importId],
)
expect(importRow.rows[0]!.status).toBe('replaced')
expect(importRow.rows[0]!.replaced_at).not.toBeNull()
})
})
+128 -21
View File
@@ -191,23 +191,41 @@ export async function replaceSIEImport(
}
/**
* Clean up stale pending/failed import records for a given file hash.
* Prevents UNIQUE constraint conflicts when re-importing after a failure.
* Clean up orphan in-flight import records for a given file hash.
*
* Targets rows in status='pending' — left behind when a prior import
* crashed (or short-circuited at checkDuplicatePeriodImport) before
* reaching finalizeImportRecord. They hold the slot in the partial
* unique index `sie_imports_company_id_file_hash_active_idx`, so a
* retry would fail with a constraint violation.
*
* Five-minute age gate protects an in-flight import in another tab/
* session: createPendingImportRecord → ... → finalizeImportRecord can
* take tens of seconds for large SIE files. Without the gate, a
* concurrent retry of the same file would delete the live pending row
* mid-flight and the original session's finalize would silently no-op.
* Five minutes is long enough for any normal interactive import yet
* short enough that legitimate retries after a crash succeed.
*
* The 'mapped' status is defined in the type but never written by any
* code path, so we don't include it. 'failed' and 'replaced' rows are
* allowed by the partial index (excluded from its predicate), so they
* stay in place for the audit trail.
*/
async function cleanupStaleImportRecords(
supabase: SupabaseClient,
companyId: string,
fileHash: string
): Promise<void> {
const oneHourAgo = new Date(Date.now() - 60 * 60 * 1000).toISOString()
const fiveMinutesAgo = new Date(Date.now() - 5 * 60 * 1000).toISOString()
await supabase
.from('sie_imports')
.delete()
.eq('company_id', companyId)
.eq('file_hash', fileHash)
.in('status', ['pending', 'failed'])
.lt('created_at', oneHourAgo)
.eq('status', 'pending')
.lt('created_at', fiveMinutesAgo)
}
/**
@@ -1377,7 +1395,22 @@ async function createPendingImportRecord(
.single()
if (error || !data) {
throw new Error(`Failed to create pending import record: ${error?.message}`)
// PG error 23505 (unique_violation) on the partial index means another
// active row exists for the same (company_id, file_hash). Surface the
// recovery path in Swedish instead of leaking the raw Postgres message.
const pgCode = (error as { code?: string } | null | undefined)?.code
const pgMessage = error?.message ?? ''
const hitsActiveIdx =
pgCode === '23505' &&
pgMessage.includes('sie_imports_company_id_file_hash_active_idx')
if (hitsActiveIdx) {
throw new Error(
'En tidigare SIE-import för samma fil finns redan i gnubok. Öppna importhistoriken och välj "Ersätt import" på den befintliga raden, eller använd Fortnox-synkningen för att hämta uppdaterad data automatiskt.'
)
}
throw new Error(`Failed to create pending import record: ${pgMessage}`)
}
return data.id
@@ -1490,6 +1523,19 @@ export async function loadMappings(supabase: SupabaseClient, companyId: string):
/**
* Execute the full SIE import
*
* `onExistingPeriod` controls how a prior completed import that overlaps
* the new SIE's fiscal year is handled:
* - 'block' (default): refuse with a Swedish error. Used by the manual
* upload route in app/api/import/sie. Preserves prior behavior.
* - 'replace': automatically call replaceSIEImport on the prior row
* (marks it 'replaced', cancels its imported journal entries) and
* proceed. Used by the Fortnox re-sync flow so the user can pull
* updated data from Fortnox without manual cleanup.
*
* Replace only cancels journal entries with source_type='import' — entries
* the user created natively in gnubok (categorized transactions, invoices,
* etc.) are left alone. See the replace_sie_import RPC.
*/
export async function executeSIEImport(
supabase: SupabaseClient,
@@ -1504,6 +1550,7 @@ export async function executeSIEImport(
importOpeningBalances: boolean
importTransactions: boolean
voucherSeries?: string
onExistingPeriod?: 'block' | 'replace'
}
): Promise<ImportResult> {
const result: ImportResult = {
@@ -1515,8 +1562,11 @@ export async function executeSIEImport(
journalEntryIds: [],
errors: [],
warnings: [],
replacedPriorImport: null,
}
const onExistingPeriod = options.onExistingPeriod ?? 'block'
try {
// Validate all accounts are mapped
const unmapped = mappings.filter((m) => !m.targetAccount)
@@ -1527,13 +1577,66 @@ export async function executeSIEImport(
return result
}
// Check for duplicate import (only completed imports count as duplicates)
const duplicate = await checkDuplicateImport(supabase, companyId, options.fileContent)
if (duplicate) {
result.errors.push(
`This file has already been imported on ${duplicate.imported_at ? new Date(duplicate.imported_at).toLocaleDateString('sv-SE') : 'okänt datum'}`
)
return result
// Replace mode: if a prior completed import overlaps the new SIE's fiscal
// year, mark it 'replaced' (and cancel its imported entries) before we
// try to insert. Done before checkDuplicateImport / checkDuplicatePeriodImport
// since both of those would otherwise reject the replace flow.
if (onExistingPeriod === 'replace') {
const fyStart = parsed.stats.fiscalYearStart
const fyEnd = parsed.stats.fiscalYearEnd
if (fyStart && fyEnd) {
const priorPeriodImport = await checkDuplicatePeriodImport(
supabase, companyId, fyStart, fyEnd
)
if (priorPeriodImport) {
const replaceResult = await replaceSIEImport(
supabase, companyId, priorPeriodImport.id
)
if (!replaceResult.success) {
result.errors.push(
replaceResult.error ?? 'Kunde inte ersätta tidigare SIE-import'
)
return result
}
result.replacedPriorImport = {
importId: priorPeriodImport.id,
cancelledEntries: replaceResult.cancelledEntries,
}
// The replace_sie_import RPC cancelled the prior import's opening
// balance entry, but the fiscal_periods row still flags
// opening_balances_set=true and points opening_balance_entry_id at
// the now-cancelled row. Without clearing those, the IB import
// below would skip ("Ingående balanser finns redan...") and the
// new IB would be lost. Only reset when the cleared entry was the
// prior import's IB — if the period's IB came from somewhere else
// (manual entry, year-end carryover), we must not touch it.
if (priorPeriodImport.fiscal_period_id && priorPeriodImport.opening_balance_entry_id) {
await supabase
.from('fiscal_periods')
.update({
opening_balances_set: false,
opening_balance_entry_id: null,
})
.eq('id', priorPeriodImport.fiscal_period_id)
.eq('company_id', companyId)
.eq('opening_balance_entry_id', priorPeriodImport.opening_balance_entry_id)
}
}
}
}
// Block mode (default): the hash and period checks reject duplicates with
// graceful Swedish errors. Skipped in replace mode because we've already
// resolved any prior import above.
if (onExistingPeriod === 'block') {
const duplicate = await checkDuplicateImport(supabase, companyId, options.fileContent)
if (duplicate) {
result.errors.push(
`This file has already been imported on ${duplicate.imported_at ? new Date(duplicate.imported_at).toLocaleDateString('sv-SE') : 'okänt datum'}`
)
return result
}
}
// Create pending import record early — ensures tracking even if later steps fail
@@ -1628,15 +1731,19 @@ export async function executeSIEImport(
return result
}
// Safety net: reject if a completed import already exists for this period
const periodDuplicate = await checkDuplicatePeriodImport(
supabase, companyId, fiscalYearStart, fiscalYearEnd
)
if (periodDuplicate) {
result.errors.push(
`En SIE-import för ett överlappande räkenskapsår (${periodDuplicate.fiscal_year_start} ${periodDuplicate.fiscal_year_end}) finns redan`
// Safety net: reject if a completed import already exists for this period.
// Skipped in replace mode — any overlapping prior import was already
// marked 'replaced' at the top of executeSIEImport.
if (onExistingPeriod === 'block') {
const periodDuplicate = await checkDuplicatePeriodImport(
supabase, companyId, fiscalYearStart, fiscalYearEnd
)
return result
if (periodDuplicate) {
result.errors.push(
`En SIE-import för ett överlappande räkenskapsår (${periodDuplicate.fiscal_year_start} ${periodDuplicate.fiscal_year_end}) finns redan`
)
return result
}
}
if (options.createFiscalPeriod) {
+5
View File
@@ -296,6 +296,11 @@ export interface ImportResult {
// Structured details for UI (populated alongside warnings for backwards compat)
details?: ImportResultDetails
// If this import replaced a prior completed import for the same fiscal year
// (Fortnox re-sync flow), the prior import's id and the count of journal
// entries that were cancelled as a result.
replacedPriorImport?: { importId: string; cancelledEntries: number } | null
}
/**
@@ -0,0 +1,22 @@
-- Capture the partial unique index on sie_imports that already exists in
-- production but was never expressed as a repo migration (schema drift).
--
-- The plain UNIQUE (company_id, file_hash) constraint added in
-- 20260330130000_multi_tenant_company_refactor.sql blocks a fiscal-year
-- re-sync from Fortnox: the prior 'completed' row keeps the slot even
-- though we want a new import to take its place (with the old one marked
-- 'replaced'). The partial index relaxes uniqueness for 'replaced' and
-- 'failed' rows so a replace-and-reimport works.
--
-- Both statements are idempotent. Against production this migration is a
-- no-op; on dev/staging databases that still carry the plain constraint
-- it brings them in line.
CREATE UNIQUE INDEX IF NOT EXISTS sie_imports_company_id_file_hash_active_idx
ON public.sie_imports (company_id, file_hash)
WHERE status <> ALL (ARRAY['replaced'::text, 'failed'::text]);
ALTER TABLE public.sie_imports
DROP CONSTRAINT IF EXISTS sie_imports_company_id_file_hash_key;
NOTIFY pgrst, 'reload schema';