91e2c1705a
Per-line VAT rates: - Add generatePerRateLines() to group invoice items by vat_rate with separate revenue + VAT lines per rate group (invoice-entries.ts) - Add getAvailableVatRates() and getVatTreatmentForRate() (vat-rules.ts) - PDF template shows per-line VAT column and per-rate totals for mixed-rate invoices - Invoice create/review UI supports per-line rate selection - Types: add vat_rate/vat_amount to InvoiceItem, vat_rate to CreateInvoiceItemInput Invoice document types (proforma, delivery note): - Add InvoiceDocumentType, document_type and converted_from_id to Invoice type - PDF hides prices for delivery notes, adds proforma notice - Email templates support all document types - mark-paid skips journal entries for non-invoice document types - Migration 031: invoice_document_type Accounting method support: - Add AccountingMethod type (accrual/cash) - Migration 032: add_accounting_method column to company_settings VAT declaration rewrite: - Rewrite to read directly from general ledger (26xx/3xxx account lines) instead of aggregating invoices/transactions/receipts - ACCOUNT_RUTA mapping drives momsdeklaration boxes from GL balances Bank reconciliation: - Transaction ingest now pre-fetches unlinked GL lines and attempts auto-reconciliation during import - Add transaction.reconciled event type - Add ReconciliationMethod type and reconciliation_method on Transaction - Migration 030: bank_reconciliation - New reconciliation engine, API routes, and BankReconciliationView component Pagination (fetchAllRows): - New lib/supabase/fetch-all.ts overcomes PostgREST 1000-row limit - Adopted in all report generators, SIE/SRU export, account list APIs Fiscal period validation: - New validate-period-duration.ts enforces max 18 months per BFL 3 kap. - Applied in period-service.ts and fiscal-periods API Account mapper simplification: - Remove Levenshtein/fuzzy matching, use exact account number match only Swedbank parser improvements: - Support abbreviated headers (Clnr, Bokfdag, Radnr) - Use Referens column as counterparty Chart of accounts management: - Add DELETE endpoint with system account and usage protection - PUT uses partial updates - New AccountCombobox, AddAccountDialog, EditAccountDialog, ChartOfAccountsManager Tax deadline corrections: - Rewrite inkomstdeklaration_ab using Skatteverket lookup table - Rewrite arsredovisning deadline to 7 months after FY end per ÅRL 8:3 Onboarding first fiscal year: - Add first fiscal year toggle with date pickers and 18-month validation UI terminology: - Change "okategoriserad/kategorisera" to "obokförd/bokföra" throughout Report column fix: - Fix start_date/end_date to period_start/period_end in report queries Supplier invoice input: - CreateSupplierInvoiceItemInput uses amount field (legacy quantity/unit_price kept) Misc: - SIE import uses upsert for idempotent account creation - account-descriptions.ts falls back to BAS reference data - Add invoice_default_notes to CompanySettings - Update CLAUDE.md to reflect current project state Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
167 lines
5.8 KiB
TypeScript
167 lines
5.8 KiB
TypeScript
'use client'
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import Link from 'next/link'
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card'
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import { Button } from '@/components/ui/button'
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import {
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CheckCircle,
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XCircle,
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FileText,
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Link2,
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Sparkles,
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Copy,
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ArrowRight,
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RotateCcw,
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ExternalLink,
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} from 'lucide-react'
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import type { IngestResult } from '@/lib/transactions/ingest'
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interface BankFileResultStepProps {
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result: IngestResult
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onNewImport: () => void
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}
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export default function BankFileResultStep({
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result,
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onNewImport,
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}: BankFileResultStepProps) {
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const isSuccess = result.imported > 0 || result.duplicates > 0
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return (
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<div className="space-y-6">
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{/* Status header */}
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<Card className={isSuccess ? 'border-green-300' : 'border-destructive/50'}>
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<CardHeader>
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<CardTitle className="flex items-center gap-2">
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{isSuccess ? (
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<>
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<CheckCircle className="h-6 w-6 text-green-600" />
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Import genomförd
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</>
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) : (
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<>
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<XCircle className="h-6 w-6 text-destructive" />
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Import misslyckades
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</>
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)}
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</CardTitle>
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<CardDescription>
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{isSuccess
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? `${result.imported} transaktioner importerades framgångsrikt.`
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: `${result.errors} fel uppstod under importen.`}
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</CardDescription>
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</CardHeader>
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</Card>
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{/* Stats */}
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<div className="grid gap-4 md:grid-cols-4">
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<FileText className="h-4 w-4" />
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<span className="text-sm">Importerade</span>
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</div>
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<p className="text-2xl font-bold text-green-600">{result.imported}</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<Copy className="h-4 w-4" />
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<span className="text-sm">Dubletter</span>
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</div>
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<p className="text-2xl font-bold text-muted-foreground">{result.duplicates}</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<Sparkles className="h-4 w-4" />
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<span className="text-sm">Auto-bokförda</span>
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</div>
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<p className="text-2xl font-bold">{result.auto_categorized}</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="pt-6">
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<div className="flex items-center gap-2 text-muted-foreground mb-1">
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<Link2 className="h-4 w-4" />
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<span className="text-sm">Fakturamatchade</span>
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</div>
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<p className="text-2xl font-bold">{result.auto_matched_invoices}</p>
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</CardContent>
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</Card>
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</div>
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{/* Next steps */}
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{isSuccess && (
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<Card className="bg-muted/50">
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<CardHeader>
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<CardTitle className="text-base">Nästa steg</CardTitle>
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</CardHeader>
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<CardContent className="space-y-4">
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<div className="flex items-start gap-3">
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<div className="w-6 h-6 rounded-full bg-primary text-primary-foreground flex items-center justify-center text-sm font-medium flex-shrink-0">
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1
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</div>
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<div>
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<p className="font-medium">Granska obokförda transaktioner</p>
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<p className="text-sm text-muted-foreground">
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{result.imported - result.auto_categorized > 0
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? `${result.imported - result.auto_categorized} transaktioner behöver bokföras manuellt.`
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: 'Alla transaktioner bokfördes automatiskt.'}
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</p>
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</div>
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</div>
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<div className="flex items-start gap-3">
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<div className="w-6 h-6 rounded-full bg-primary text-primary-foreground flex items-center justify-center text-sm font-medium flex-shrink-0">
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2
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</div>
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<div>
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<p className="font-medium">Bekräfta fakturamatchningar</p>
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<p className="text-sm text-muted-foreground">
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{result.auto_matched_invoices > 0
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? `${result.auto_matched_invoices} transaktioner matchades mot fakturor. Bekräfta dessa på transaktionssidan.`
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: 'Inga automatiska fakturamatchningar hittades.'}
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</p>
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</div>
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</div>
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<div className="flex items-start gap-3">
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<div className="w-6 h-6 rounded-full bg-primary text-primary-foreground flex items-center justify-center text-sm font-medium flex-shrink-0">
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3
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</div>
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<div>
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<p className="font-medium">Importera fler kontoutdrag</p>
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<p className="text-sm text-muted-foreground">
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Importera löpande kontoutdrag för att hålla bokföringen uppdaterad.
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</p>
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</div>
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</div>
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</CardContent>
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</Card>
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)}
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{/* Actions */}
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<div className="flex justify-between">
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<Button variant="outline" onClick={onNewImport}>
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<RotateCcw className="mr-2 h-4 w-4" />
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Ny import
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</Button>
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<div className="flex gap-2">
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{isSuccess && (
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<Button asChild>
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<Link href="/transactions">
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Visa transaktioner
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<ArrowRight className="ml-2 h-4 w-4" />
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</Link>
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</Button>
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)}
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</div>
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</div>
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</div>
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)
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}
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