Commit Graph

2 Commits

Author SHA1 Message Date
Jakob Wennberg 36a1df4f6b feat(import): detect and import the article register's Valuta column (#1183)
Fixes #1167. The register export gained a Valuta column in #1166 but
the importer ignored it, so re-imported non-SEK articles silently
became SEK, breaking the export -> edit -> re-import round-trip.

- Column detector recognizes valuta/valutakod/currency (claimed before
  generic columns; no keyword collision with Momskod).
- Parser normalizes to upper-case ISO shape, drops malformed codes
  with a file-level warning, and carries currency per row.
- Execute route validates codes lazily against the currencies table
  (FK stays the backstop when the reference read fails), imports valid
  codes, defaults absent to SEK, and in merge mode only overwrites
  when the file explicitly carries a valid currency.
- Edit step shows a muted currency marker next to non-SEK prices;
  manual column mapping offers Valuta.
- Export docblock caveat removed.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-25 12:59:23 +02:00
Jakob Wennberg 2d6ddeafc5 feat(import/export): article import + register export (xlsx/csv) (#750)
* feat(import/export): article import + register export (xlsx/csv)

Add CSV/Excel import for the article register (artiklar), mirroring the
existing customer/supplier import pipeline, plus Excel + CSV export for
articles, customers and suppliers.

Import (lib/import/articles + app/api/import/articles):
- Column auto-detection tuned to Fortnox/Visma/Bokio export headers,
  Swedish-decimal price parsing, VAT snapped to {0,6,12,25}, type/unit
  normalization.
- Dedup by article number then name; 23505 soft-skip; auto-number
  backfill; revenue-account override kept only when active, otherwise
  dropped with a warning (never mutates the chart of accounts).
- New "Artiklar" flow in the /import hub.

Export (app/api/export/* + lib/export/register-export):
- Read-only xlsx (default) / csv (?format=csv, UTF-8 BOM) downloads.
- Headers chosen so files round-trip back through the importer.
- "Exportera" menu added to the articles, customers and suppliers pages.

Refs #746. Direct Fortnox/Visma API article fetch tracked in #749.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(import/export): address PR review — lint ratchet + export hardening

- xlsx-export: keep `SheetSpec<any>` on the eslint-disabled line (fixes the
  core-only lint ratchet regression: no-explicit-any 16 -> 15) and define
  UTF8_BOM as an explicit `` escape instead of a raw BOM character.
- export routes (articles/customers/suppliers): move the data queries inside
  the try/catch, add `Cache-Control: no-store`, and emit a `register exported`
  audit log line (entity, format, rowCount).
- articles parse route: validate `column_overrides` against a Zod schema before
  trusting it to drive the parser.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(import): drop öre-round pattern on article column-detector confidence

The confidence score is a 0-1 heuristic, not money, and is only compared
against the 0.8 skip-mapping threshold. Removing the Math.round(x*100)/100
form clears the core-only antipattern ratchet (naive-ore-round 660 -> 659).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(import): flag adjusted VAT rows in the article import edit step

Surface VAT snapping/defaulting per row, not just as a file-level warning:
the parser sets `vat_rate_adjusted`, the edit step highlights those rows'
VAT selector and shows a count banner, and confirming a rate clears the flag.
Addresses the Swedish-compliance review note that silent snapping could
otherwise store a wrong VAT rate at scale.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-17 14:38:44 +02:00